Firm Operations & All the Moving Pieces

Dennis MooreSo often when I hear people talk about financial planning careers, they assume you want to be a lead advisor. Today we have Dennis Moore, who shares his career progression and how he transitioned from a financial planner track to an operations track within his firm.

Dennis also shares great insights on how to approach firm owners pragmatically, like he did to open a separate financial planning arm five hours away so he could pursue his MBA.

There is nothing more valuable to a firm than someone who is wired to be an operations manager or support role be in that position.

 

There’s a lot that goes on behind the scenes. I think coming out of college and for my first few years in the profession, you really don’t see just all the moving pieces and what all goes into doing this.

 

Quest Capital Management

Personal Financial Planning – Texas Tech

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