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New Planner Podcast

Aug 20, 2021

Jared Tobin is an Associate Financial Planner, and Klint Olive is the Founder and CEO of Olive Wealth Management based out of Houston, TX. Klint hired Jared straight out of school, and today he shares what stood out about Jared and what makes him such a great fit, even after just six months. If you are wondering what you could be doing in the industry in only a few short months, make sure to tune in.

You'll hear Klint share his experience starting his own firm, why operating as a sole practitioner limited his growth, and how he knew it was time to hire. Jared also opens up about why he made the transition from engineering to financial planning, how he narrowed down what type of firm he wanted to work for, and why he chose to join Olive Wealth Management.

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