Financial Symmetry: Balancing Today with Retirement

Creating a Pipeline of Growth and Purpose to Create a Better Client Experience, Ep #241


Listen Later

At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience.

Over time, our program grew from simply filling resource gaps to a foundational development engine, helping to shape the services Financial Symmetry offers and the team culture itself.

What has emerged from these iterations is the recognition that our best chance of success comes from integrating interns directly into the firm’s core wealth management processes. This hands-on approach creates a feedback loop where interns don’t just complete busywork; they contribute valuable perspectives and even shape workflows that staff rely upon to this day.

Outline of This Episode
  • [00:00] Financial Symmetry’s influential internship program, with insights from Heather Gudac.
  • [04:13] Refining processes through internships.
  • [06:42] Internship growth and uniqueness.
  • [12:06] Intern assessment and development process.
  • [14:50] Empowering interns through engagement.
  • [17:49] Internship planning and goal setting.

***********

📰 See the full show notes here

🌐 Sign up here to receive a detailed pre-retirement checklist to ensure you are positioned to experience your ideal retirement.

...more
View all episodesView all episodes
Download on the App Store

Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

47 ratings


More shows like Financial Symmetry: Balancing Today with Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

442 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

742 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,282 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

513 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

525 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

663 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

179 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

565 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

791 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

171 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

132 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

746 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

171 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

138 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

104 Listeners