EPISODE · Apr 3, 2026 · 41 MIN
Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole
from New Planner Podcast
What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks, getting fired, starting over, and ultimately finding the right firm and culture to grow their careers. Listen in to learn how Erin transitioned from banking into financial planning, why starting at a small RIA can accelerate your learning, and how James went from being fired to starting his own firm from scratch. You'll also hear what it takes to build a strong company culture, attract top talent, and embrace imposter syndrome to become a better advisor. You can find show notes and more information by clicking here: https://tinyurl.com/yxa685fy
Embed this episode
NOW PLAYING
Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.