From big tech to a career in financial planning.

From military financial coach to entrepreneur.

How the Externship program is making a positive impact on the profession.

The journey of a military spouse turned founder of Simply Paraplanner.

If you are seeking a career path outside of one of the main points of entry into the profession, this is an episode you won’t want to miss!

From internship mishaps to finding a perfect fit firm as a financial planner.

If your firm has been acquired and is no longer a good fit for you, you won’t want to miss this episode!

If you are thinking of giving up because you are struggling to get an employer to say “yes” to you, this is an episode you won’t want to miss!

From family stress to financial success: finding the right fit in the world of financial planning.

If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won’t want to miss!