How to Transition from Accounting to Wealth Management (& Build a Real Brand)

In this episode, Eli sits down with Brandon Murphy to unpack a career path that more people in finance are starting to consider, but few talk about openly. If you've ever felt stuck in a technical role or wondered what it actually takes to move beyond "just doing the numbers," this conversation is for you. Eli and Brandon break down the transition from accounting into wealth management, including the mindset shifts, skill changes, and real-world challenges that come with stepping into a more client-facing, advisory role. They also get into: Why many professionals in finance feel stuck (even when they're successful on paper) The difference between being an expert and being a trusted advisor How personal brand plays a bigger role than most people think What to consider before making a move into wealth management Whether you're early in your career or already established and looking for something more, this episode will give you a clearer perspective on what's possible—and what it actually takes to get there. If you enjoy the episode, don't forget to follow the show and share it with someone who's thinking about their next move in finance.   Work with Eli / Up Financial Book a call: https://upfinancial.ca/book/ Email: [email protected] Instagram: https://www.instagram.com/elithemoneyguy/ Tik Tok: https://www.tiktok.com/@elithemoneyguy   Connect with Brandon Instagram: https://www.instagram.com/murphonmoney/ Tik Tok: https://www.tiktok.com/@murphonmoney   Subscribe for weekly episodes!