We are excited to have Bill Simonet, CFP®, Katie Brewer, CFP®, and Dave Grant, CFP® return for a curated discussion with me, Hannah Moore, CFP®, where everyone shares what they wish they knew before leaving a firm.
Bill Simonet, CFP® joins us to share his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.
Joe Pitzl, CFP® 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.
Todays’ guest is Jude Boudreaux, CFP® from Upperline Financial Planning and he is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.
Mike Mills shares great insight for those who are starting their firm and shares his personal story of how experiencing a disability shaped how he approaches financial planning differently than others.