
Sign up to save your podcasts
Or
Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up.
Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to advance, while Victor recounts how his father’s career inspired him to transition from consulting and insurance sales to joining an RIA. You'll learn how they navigated career decisions, as well as valuable insights on building confidence, professional development, and more.
You can find show notes and more information by clicking here: https://bit.ly/432kAXu
4.8
2424 ratings
Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up.
Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to advance, while Victor recounts how his father’s career inspired him to transition from consulting and insurance sales to joining an RIA. You'll learn how they navigated career decisions, as well as valuable insights on building confidence, professional development, and more.
You can find show notes and more information by clicking here: https://bit.ly/432kAXu
3,156 Listeners
734 Listeners
5,101 Listeners
740 Listeners
656 Listeners
454 Listeners
433 Listeners
877 Listeners
239 Listeners
108 Listeners
542 Listeners
185 Listeners
125 Listeners
750 Listeners
966 Listeners