New Planner Podcast

Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg


Listen Later

Larry Ginsburg is a financial advisor at Wealth Enhancement Group—and was also my internship supervisor when I was pursuing my CFP education. He joins the show today to share his journey from being a career-changer in the early 80s to building his own business, and ultimately selling his firm to a large aggregator. If you're interested in career transitions, building and scaling a financial planning firm, or navigating succession planning, this episode is for you!

Listen in as Larry shares his journey, including how he grew his business, the mistakes he made along the way, and why he opted for an external succession plan. You'll also hear why he took a chance on me as an intern, some funny stories from our time working together, and valuable tips for firms hiring interns, as well as interns looking for the right fit.

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

...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

24 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,180 Listeners

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

The Retirement and IRA Show

738 Listeners

ChooseFI by ChooseFI

ChooseFI

5,114 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

742 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

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

The Perfect RIA

454 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

431 Listeners

The Long View by Morningstar

The Long View

882 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

238 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

109 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

38 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

186 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

739 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

988 Listeners