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New Planner Podcast

Jun 25, 2021

Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years.

Listen in as Kelly details her career trajectory, from first being interested in financial planning as a child to securing her first position at a broker-dealer firm and eventually earning the partner role in a very highly profitable fee-only group. You'll learn the challenges of balancing a young family with a career and how that has impacted Kelly's career path, as well as how joining a small firm right out of the gate has numerous benefits for new financial planners.

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