New Planner Podcast

Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu


Listen Later

Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or balancing entrepreneurship with family life, this episode is for you!

Listen in as Prudence opens up about how she discovered financial planning, as well as how she took the leap to leave her corporate job and start her own firm. You'll hear about the ups and downs of her journey, how she adjusted her initial goals and expectations, what her financial planning process looks like today, and more.

You can find show notes and more information by clicking here: https://bit.ly/3F6GKhG

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

New Planner PodcastBy Caleb Brown

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

23 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,093 Listeners

Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,877 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,411 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,997 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,071 Listeners

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

The Perfect RIA

457 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,034 Listeners

The Long View by Morningstar

The Long View

848 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

229 Listeners

Money Meets Medicine by Doctor Podcast Network, Jimmy Turner MD

Money Meets Medicine

216 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

112 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

691 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

40 Listeners