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New Planner Podcast

May 21, 2021

Jarrod Upton is a Senior Consultant and CEO, and Brandon Moss is a Senior Consultant, at Herbers & Company, a management and growth consulting firm serving the financial planning industry. Both started on the client side of the industry but found their place and their passion in the consulting world.

In this episode, we’re discussing how Jarrod and Brandon got started in the financial planning industry and what prompted them to move from advisor to consultant. They also share what skills and experience are needed to succeed in a career as a consultant, the skill sets that new planners should develop to position themselves as a leader, and what some of the top barriers firms face when they are growing and scaling.

You can find show notes and more information by clicking here: