New Planner Podcast

Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale


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Nathan Gale is the Founder of Fleur De Lis Financial, and he joins the show today to share his story of transitioning into the financial planning profession after a 17-year career in the military. If you’re struggling to break into the financial planning profession then this is an episode for you!

Listen in as Nathan shares his journey into financial planning, discussing his education, early experiences, and why transitioning careers was the right move for him. He opens up about the trials of landing entry-level, part-time virtual work, revealing his persistence through 100+ job applications, the rejection he faced, and the strategy that ultimately led to his first successful hire. We also shed light on the challenges and rewards of working for multiple firms virtually, how Nathan brings value to his employers, and the circumstances that compelled him to establish his own firm before hiring a new planner.

You can find show notes and more information by clicking here: bit.ly/43XXY7O

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New Planner PodcastBy Caleb Brown

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