Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler

New Planner Podcast

Контент предоставлен Caleb Brown. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Caleb Brown или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

25d ago 24:34

MP3•Главная эпизода

How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on his first attempt, adding value to his firm as a new hire, and navigating the challenges of working in operations.

Listen in to Connor’s advice for aspiring financial planners, including tips for thriving in a virtual work environment and strategies for firms to retain talent and maintain culture. Whether you’re an industry newcomer or a seasoned advisor, you’ll walk away with new ideas to advance your career and create meaningful client experiences.

You can find show notes and more information by clicking here: https://tinyurl.com/553mv6tt

226 эпизодов

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner