This episode features a round table discussion about career paths held on April 14th, 2016. The discussion is led by Hannah Moore, CFP® and Casey Kupper, CFP®, CFA®, a Wealth Advisor at Cadent Capital. As part of the discussion,

This episode features a round table discussion about career paths held on April 14th, 2016. The discussion is led by Hannah Moore, CFP® and Casey Kupper, CFP®, CFA®, a Wealth Advisor at Cadent Capital. As part of the discussion, Casey shares the story of his career path and succession plan.

I hope you see that there are many ways to have a successful career in financial planning and this conversation helps you as you navigate this great profession.

 

“It’s always been my career path… it just took a little bit of time.“

 

Cadent Capital

Weaver Wealth Management

In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. What does a picture from the Grand Canyon have to do with their partnership? Join us as we discuss everything from their approach to sharing an office and servicing clients to how competition between 50/50 partners benefits the clients.

After hearing Rett and Sean’s podcast, I think young financial planners should seriously consider partnering with others when they start their own firms.

“We don’t just sit around and talk to each other all day.”

In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. After hearing Rett and Sean's podcast, I think young financial planners should seriously consider partnering with others when they start their own firms.

In this episode, Rett Dean and Sean Kelleher share insights from their partnership at Riverchase Financial Planning. What does a picture from the Grand Canyon have to do with their partnership? Join us as we discuss everything from their approach to sharing an office and servicing clients to how competition between 50/50 partners benefits the clients.

After hearing Rett and Sean’s podcast, I think young financial planners should seriously consider partnering with others when they start their own firms.

“We don’t just sit around and talk to each other all day.”

This episode is based on a roundtable discussion about designations held on February 18th, 2016. The discussion is led by Hannah Moore, CFP® and Lynn McIntire, CFP®, CAP®, CLU, AIF,  registered principal with Cadent Capital.

This episode is based on a roundtable discussion about designations held on February 18th, 2016. The discussion is led by Hannah Moore, CFP® and Lynn McIntire, CFP®, CAP®, CLU, AIF,  registered principal with Cadent Capital.

This episode is based on a roundtable discussion about designations held on February 18th, 2016. The discussion is led by Hannah Moore, CFP® and Lynn McIntire, CFP®, CAP®, CLU, AIF,  registered principal with Cadent Capital.

CFP Board

CFA Certification

Claritas®

PFS Credential

EA Designation

The Chartered Life Underwriter®

The Chartered Healthcare Consultant®

The American College

Certified Employee Benefit Specialist

Accredited Estate Planner Designation

Certified Investment Management Analyst®

Certified Private Wealth Advisor®

Accredited Investment Fiduciary®

Accredited Investment Fiduciary Analyst®

Registered Life Planner®

Certified Financial Transitionist

Certified Divorce Financial Analyst®

Certified Grief Recovery Specialist

Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations.

Ben discusses his non-traditional route to financial planner by way of becoming a CPA first. He shares how having a CPA certification has helped him as a financial planner and offers advice to those new to the profession. Hear the details on the importance of building a network and gaining an understanding of the fundamentals of financial planning.

Links to references in this week’s podcast:

RGT Wealth Advisors

FPADFW Career Day

AICPA

Ben discusses his non-traditional route to financial planner by way of becoming a CPA first. Hear the details on the importance of building a network and gaining an understanding of the fundamentals of financial planning.