
Sign up to save your podcasts
Or


John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you!
Listen in as John shares how early roles in customer service - from Domino's Pizza to a bank and call center - helped build the skills that laid the foundation for his success in financial planning. He also explains what motivated him to launch his own firm and acquire a tax practice, how he navigated the challenges of starting with zero clients, and what he's focusing on now.
You can find show notes and more information by clicking here: https://bit.ly/4ltOlY1
By Caleb Brown4.8
2828 ratings
John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you!
Listen in as John shares how early roles in customer service - from Domino's Pizza to a bank and call center - helped build the skills that laid the foundation for his success in financial planning. He also explains what motivated him to launch his own firm and acquire a tax practice, how he navigated the challenges of starting with zero clients, and what he's focusing on now.
You can find show notes and more information by clicking here: https://bit.ly/4ltOlY1

3,222 Listeners

805 Listeners

677 Listeners

2,024 Listeners

583 Listeners

463 Listeners

2,116 Listeners

913 Listeners

244 Listeners

96 Listeners

113 Listeners

22 Listeners

996 Listeners

133 Listeners

151 Listeners