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New Planner Podcast

Jun 4, 2021

Ben Peters is Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession.

Listen in as Ben shares the strategies he used to pivot from attorney to financial planner, including the strategies he used to network, how he was hired by a firm without any prior financial planning experience, and how long it took him to develop the skills to move into a Lead Planner position. He also details his transition to partner at his current firm and gives his advice for anyone seeking a career in financial planning.

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