
Sign up to save your podcasts
Or


Matt Elliott is the CEO of J.F. Williams & Company based out of Denver, CO. He joins the show today to talk about making the leap to financial planning from a career in IT, including how he secured a job with a firm he had previously been rejected from.
Listen in as Matt shares how he secured his first job in the industry and why he left that position to pursue an employee career path at an ensemble firm. We also discuss how he was able to develop his skills throughout his career, how he eventually bought into his firm to become the majority shareholder, and how he continues to use the original founder's mentorship and advice to steer the firm forward.
You can find show notes and more information by clicking here: https://bit.ly/3HeeB3x
By Caleb Brown4.8
2828 ratings
Matt Elliott is the CEO of J.F. Williams & Company based out of Denver, CO. He joins the show today to talk about making the leap to financial planning from a career in IT, including how he secured a job with a firm he had previously been rejected from.
Listen in as Matt shares how he secured his first job in the industry and why he left that position to pursue an employee career path at an ensemble firm. We also discuss how he was able to develop his skills throughout his career, how he eventually bought into his firm to become the majority shareholder, and how he continues to use the original founder's mentorship and advice to steer the firm forward.
You can find show notes and more information by clicking here: https://bit.ly/3HeeB3x

3,215 Listeners

808 Listeners

669 Listeners

2,014 Listeners

585 Listeners

455 Listeners

2,112 Listeners

906 Listeners

245 Listeners

95 Listeners

108 Listeners

21 Listeners

866 Listeners

132 Listeners

145 Listeners