New Planner Podcast

Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling


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Alden Shmerling, a Partner at Elwood and Goetz in Atlanta, GA, joins the show today to share her path from a business major to a sought-after financial planner. Reflecting on the challenges of securing an entry-level position in a competitive market, Alden reveals the pivotal moments that shaped her career and how she navigated unpaid internships, reached out to mentors, and made bold career moves.

Listen in as she offers insights into seizing opportunities, overcoming fears, and ultimately achieving success in the financial planning industry. You'll learn how Alden's dedication and perseverance led her to a leadership role at a startup financial planning firm (where she earned ownership within just five years), as well as her advice on navigating the job market, building your career, and positioning yourself for future success.

You can find show notes and more information by clicking here: https://tinyurl.com/44f9rrf5

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New Planner PodcastBy Caleb Brown

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