In this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.
Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or a winding one — all roads lead to Rome.
Valerie Adelman is a career changer at heart. In this episode, she guides fellow career changers through how to navigate the switch to financial planning. She walks us through her experience with prospecting, networking, growing two different financial service businesses, and how to leverage your past experiences to succeed in the financial planning profession.
When Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In this episode, Shawn and his associate planner, Liz Plot, discuss hiring and getting hired at a small financial planning practice.
Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.
In this episode, you’ll hear about what spurred Jean and Eric Mote to pursue a merger and build out a succession plan with fellow advisor Quinn Arnold, and how these three advisors combined their practices while still providing exceptional client services.