Ep #124: Financial Coach in a Property and Casualty Insurance Company to an Associate Planner in an RIA with Eric Joynt

Eric Joynt is an Associate Financial Planner at Prospettiva Financial, and he joins the show today to talk about how he became interested in investing and financial planning while in college. If you are in a different channel within financial services and want to transition to an RIA firm, this is an episode you won't want to miss! Listen in as Eric shares how he started his career with a property and casualty-focused organization, as well as how he moved up the career ladder. You'll hear about his transition to a financial coaching role, the differences between financial coaching and planning, and what he learned during his tenure. We also discuss how he found his current firm and how the hiring and interview process helped him better understand himself to become a better planner. You can find show notes and more information by clicking here: https://bit.ly/3SEiNAZ