In this episode with Jocelyn D. Wright, CFP®, you’ll learn how you can start to develop your own personal vision for your career as a financial planner, how to outline your core values as a NexGen planner, and the best ways to communicate your identity in this profession. Ready to dive in? Tune in now!

Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.

Adam Werner, CFP®, CPWA®, is a wealth advisor and Vice President of EP Wealth Advisors. In this episode, Adam joins Ian Harvey, CFP® to discuss the best ways to pursue leadership opportunities both inside and outside of the office. They also explore how to approach firm owners about ownership conversations and what to expect when you become a partner.

Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.

Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.

Valerie Adelman is a career changer at heart. In this episode, she guides fellow career changers through how to navigate the switch to financial planning. She walks us through her experience with prospecting, networking, growing two different financial service businesses, and how to leverage your past experiences to succeed in the financial planning profession.

Valerie Adelman is a career changer at heart. In this episode, she guides fellow career changers through how to navigate the switch to financial planning. She walks us through her experience with prospecting, networking, growing two different financial service businesses, and how to leverage your past experiences to succeed in the financial planning profession.

When Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In this episode, Shawn and his associate planner, Liz Plot, discuss hiring and getting hired at a small financial planning practice.

When Shawn Tydlaska founded Ballast Point Financial Planning, he didn’t have plans of expanding and having to hire. However, as his business grew, it quickly became apparent that he needed help! In this episode, Shawn and his associate planner, Liz Plot, discuss hiring and getting hired at a small financial planning practice.

In this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and tricks that made their working relationship successful from the get-go, and the mistakes that many advisors fall into when hiring that can hurt the career progression of their new hire as well as the success of their firm.