Mr. Tall, Dark, and Handsome

I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA. Not only does Bill dive into the differences of each, he shares what he has done to be successful as a business owner.

This is a great episode, you’re going to enjoy it!

hannah's signature

“Simply having the education isn’t enough but it’s implementation and exposure from a young age and consistency that matters… If it’s ingrained in you it’s something that’s important and then it’s something you’re going to do. You have to see it and practice and you have to know that it works!”

The Art of Finance

FPA of Austin

Don’t Be Afraid to Try Things

Today we are joined by Chad Smith, CFP®, a financial planner and part owner of Financial Symmetry. Chad shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful. He is also a fellow podcaster, so be sure to check him out.

Once again, if you passed your CFP® exam this past week, we want to celebrate with you! Send me an email at hannah@guidingwealth.com with your address and we have something to send you.

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“If you have the abundance mentality and share about your processes… who knows how many people are going to be helped by that? We know there’s shortage of planners anyway.”

The Financial Symmetry Podcast

FPA NexGen Gathering

Abacus Planning Group

Cheryl R. Holland, CFP®

The Business of Financial Planning – FPA DFW Seminar

We’re back with another in-person FPA DFW You’re a Financial Planner, Now What series session recording.  In the June session, Lynn McIntire from Cadent Capital joined Hannah Moore to discuss The Business of Financial Planning.

Thanks again to everyone that came out and many thanks to the kind folks at The Milestone Group and Bank of Texas Private Bank for hosting us!

hannah's signature

“You have to own and know why you chose financial planning. It has to be your reason and your story and there has to be a passion around it. Because this is not an easy business. It’s fraught will all kinds of risk. Compliance issues. Constant change. People’s lives and their livelihood and their emotions… It needs to be your story! It won’t resonate if it’s not yours!”

 

Mirror Mirror on the Wall Am I the Most Valued of Them All?

Strategic Acceleration: Succeed at the Speed of Life 

Traction: Get a Grip on Your Business

Entrepreneurial Operating System®

 Elizabeth Gilbert

The 7 Habits of Highly Effective People

 

Lynn’s Success Plan for 2001

Networking, Vision, and Partnerships

Joe Pitzl, CFP® is the founder of Pitzl Financial. Joe shares with us his career story and how “job hopping” helped his career and clarified his vision for the firm he now runs. Joe shares tips on how he got his first job out of college, what lead him to leave a great firm and the stops along the way.

Joe started his firm three years ago and brought with him 40 clients and just under $17,000,000 in AUM and now has 120 clients with $105,000,000 in AUM!

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“That’s the importance of the ongoing networking piece. Just because you’ve got a job doesn’t mean it’s got to stop. You’ve got a network of people in the industry…. that you can rely on for help and guidance.”