New Planner Podcast

Ep #104: From Pro Golfer to Financial Planner with James White


Listen Later

James White is a Wealth Advisor with Weaver Capital Management based out of Atlanta, GA, and he joins the show today to discuss how he went from a dream of becoming a pro golfer to pursuing a career in financial planning. If you are in a large firm and seeking a more expanded role in a smaller firm, this is an episode for you!

Listen in as James shares how a middle school assignment first sparked his interest in financial markets, how investing and investment management was a passion for him even while he was playing golf full-time, and how he was able to get hired at a financial firm without any prior experience. We also discuss why he left his first firm to join a smaller organization, what he now spends most of his time doing, and how anyone can succeed in the financial planning profession—even without bringing in clients.

You can find show notes and more information by clicking here: https://bit.ly/3rQ6Dbs

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

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,205 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

678 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,027 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

584 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,111 Listeners

The Long View by Morningstar

The Long View

917 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

BIF Bites by BIF Crew

BIF Bites

96 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

20 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

946 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 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

150 Listeners