Ep #109: Nine Months into a New Planner Career with Abby Bennett and Bret Tagg

Abby Bennett is the Director of Financial Planning and Bret Tagg is an Associate Advisor with Verum Partners based out of Charlotte, NC. They both join the show today to share their journeys and experiences through the financial planning industry. If you are looking to get out of a Big Four accounting firm and begin adding value to a financial planning firm right off the bat, this is an episode you won't want to miss! Listen in as Abby walks us through her career path, from leaving a great-fit firm early in her career to getting connected with her future partners and co-founders to start Verum four years ago. Bret shares his own career journey, including how he made the transition from tax to financial planning, what he did to get Abby to take a chance on hiring him, and the biggest hurdles in his career so far. You can find show notes and more information by clicking here: https://bit.ly/3Vjx8TE