All Episodes

Ep #278: Advice Only Model to AUM Model with Kaleb Paddock

Ep #277: RIA to AI Startup with Brian Abatemarco

Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines

Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore

Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore

Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole

Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer

Ep #272: Building a Practice Working with School District Employees with Landon Warmund

Ep #271: Leaving a $240k Engineering Job to Start From Zero as a Financial Planner with Aubrey Williams

Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal

Ep #269: Building Confidence in Client Meetings with Annie Gray, Marianne Alagos and Tamsie Black

Ep #268: Setting Yourself Apart as a CFP Student with Brennon Holleb

Ep #267: CFA Pivoting from Hedge Funds to Financial Planning with Matt Higbie

Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter

Ep #265: Middle School Teacher to CFP with David Tenerelli

Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan

Ep #263: Starting a Firm After a Successful Career as an Engineer with Travis Hibbard

Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel

Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen

Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen

Ep #259: Finding Your Right Career Fit with Lillian Turner

Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan

Ep #257: Chemistry Major to CFP with Kelly Metzler

Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark

Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green

Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski

Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore

Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis

Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan

Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne

Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee

Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker

Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl

Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul

Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron

Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden

Ep #243: 21 Years at the Same Firm with Andrea Eaton

Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich

Ep #241: From Clergy to CFP with Samuel Kim

Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff

Ep #239: Thriving in a Hybrid Role with Matthew Gray

Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu

Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe

Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau

Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette

Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood

Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros

Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman

Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss

Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin

Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan

Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss

Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden

Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt

Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli

Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski

Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore

Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis

Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg

Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu

Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll

Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge

Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee

Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith

Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle

Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett

Ep #214: Engineer to Certified Financial Planner with Justin Rice

Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil

Ep #212: Passing the CFP Exam with Brett Danko

Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley

Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh

Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler

Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee

Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde

Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen

Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas

Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad

Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney

Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger

Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan

Ep #200: The Career of Children's Book Author and CFP with Jamie Bosse

Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez

Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan

Ep #197: Filling Your Marketing Funnel with Lauren Hong

Ep #196: How to Become a Life Planner with George Kinder

Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett

Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling

Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown

Ep #193: Mastering Advisor Video Marketing with Katie Braden

Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui

Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji

Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp

Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman

Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale

Ep #187: Earning Partnership After 5 Years with Adam Van Wert

Ep #186: 4 Years into a Financial Planner Career with Allison Doty

Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani

Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

Ep #183: From CSA to Firm Owner with Lauren Williams

Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez

Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider

Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling

Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle

Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett

Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy

Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore

Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn

Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker

Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson

Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker

Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh

Ep #170: CFP Program Students Entering the Profession with Maria Sotomayor and Drew Friesen

Ep #169: Supporting Senior Planners and Building Your Own Book with Deven Patel

Ep #168: Helping People with Addiction to Helping People with Financial Planning with Becca Phillips

Ep #167: Navigating Multiple Roles to Find the Right Fit with Jen Pritchard

Special Episode: Finding Your Path - The Roadmap From Student to Successful Financial Planner with Jesse Lineberry and Caleb Brown

Ep #166: Managing a Paint Store to CFP with Nathan McDuffee

Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell

Ep #164: How to Get Your Foot in the Door with Daniel Yerger

Ep #163: How a Sales Job in College Has Led to More Effectiveness with Clients with Scott Edwards

Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

Ep #161: From Bank Channel to Silo RIA with Scott Oeth

Ep #160: How to Best Negotiate Compensation with Kate Dixon

Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

Special Episode: Finding a Niche Community and Conference Scholarship Opportunity with Kurt Cornfield

Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim

Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

Ep #156: Starting as a CFP then Joining the Military with Jon Harrington

Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt

Ep #154: Getting Hired from a CFP Program During a Down Market with Makemma Cockrell Wolff

Ep #153: Immigrating to the USA to Become a CFP Practitioner and Professor of Financial Planning with Dr. Philip Gibson

Ep #152: Transitioning from the Military to Financial Planning via Fintech Startups with Enjoli Ramsey

Special Episode: Office Hours with CFP Program Directors Martin Seay and Jesse Lineberry

Ep #151: Getting Hired and Succeeding Without a Financial Planning Degree with Victoria Lawrence

Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry

Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees

Ep #149: Financial Literacy to Financial Planning with Dana Carney

Ep #148: How to Pass the Series 7 Exam with Kyle Jahnke

Ep #147: Planning a Career with Purpose - Always Giving Back and Never Giving Up with Nicky Amore

Ep #146: Leaving Corporate America to Become a Financial Planner with Mark Hansen

Ep #145: Working with Retirees while in Your Twenties with Joel Cavaliere

Ep #144: A Path to Starting Your Own Firm at 26 with Matt Garasic

Ep #143: Finding a Non-AUM firm to Join with Dawn Torres-Gale

Ep #142: Nanny to CFP in 3 years with Taylor Cole

Ep #141: Overcoming Your Fears Working with Clients as a New Planner with Taylor Love

Ep #140: Student to Lead Planner in 3 years with Andrew Fincher

Ep #139: How to Succeed as a Square Peg in a Round Hole with Alex Carracedo

Ep #138: Transitioning from a Musician in the Military to Financial Planner with Nathan Gale

Ep #137: Internships to Expertise: Career Changing into a Lead Financial Planning Role with Taylor Demars

Ep #136: Leaving a Fee-Only RIA to Start a Financial Coaching Business with Alli Masoero

Ep #135: Sales Assistant to CEO with Deanne Rosso and Chuck Vickery

Ep #134: Developing Technical Expertise Plus Leadership and Management Skills with Mark Maurer

Ep #133: Transitioning from Virtual to In-Person Back to Virtual with Kevin Dunford

Ep #132: Transitioning from Big Tech to Financial Planning with Ariana Alisjahbana

Ep #131: Financial Counselor to RIA Firm Owner with Liz Plot

Special Episode: Overview of the New Financial Planning Externship Program with Hannah Moore

Ep #130: Developing a Career as a Paraplanner with Alex Hopkin

Ep #129: Moving from Fee Only RIA to the Charitable Giving Dept at a University with Ryan Rasmussen

Ep #128: Transitioning from a Wirehouse to an RIA with Patrick Yaghoobians

Ep #127: Finding Another Right Fit after Your Right Fit Firm Gets Acquired with Tom Rasmussen

Ep #126: Using Rejection as Motivation with William Thompson

Ep #125: Two Months into A Financial Planner Career with Antonio Montes De Oca Jr

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

Ep #123: Finding the Right Team with Liv Olson

Ep #122: Four Years into a New Planner Career with Stephanie Van Albert

Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines

Ep #120: College Football Player to CFP with Michael Branthover

Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain

Ep #118: How to Succeed Your First 10 Years into the Profession with Tess Downing

Ep #117: How to Identify a Solid Firm and Career Opportunity with Jessica Harrington

Ep #116: Characteristics of a Rockstar Intern with Matt Benson

Ep #115: From the Front Lines of Iraq to Passing the CFP Exam with Devoda Owens

Ep #114: Prepping for the Job Market as a New College Grad with Dana McNulty

Ep #113: Transitioning from Banking to a Fee-Only RIA with Brittany Schultz and Michelle Kuehner

Ep #112: Entrepreneurship and Building Successful Businesses with Alan Moore and Michael Kitces

Ep #111: From CFP Program to Paraplanner Role with Rose Porter and Jennifer Anderson

Ep #110: Office Manager to Paraplanner with Bethany Park

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

Ep #108: Giving Up Partnership and Starting Your Own Firm With Ethan Pepper

Ep #107: Evaluating Compensation and Benefits with Kelli Cruz

Ep #106: Transitioning from a Small Firm to Large Firm with Scarlett Che

Ep #105: From Firefighter to Partner in 3 Years with Dan Malone

Ep #104: From Pro Golfer to Financial Planner with James White

Ep #103: Outsourced Data Entry and Training the Next Generation of Financial Planners with Carrie Jones

Ep #102: From Professional Musician to Financial Planner with Saki Kurose

Ep #101: Setting Yourself Apart with Angie Herbers

Ep #100: The Why of New Planner Recruiting with Caleb Brown

Ep #99: Finding The Right Path via Persistence and Intensity with Jeneé Murphy

Ep #98: Changing Careers to Become Financial Planners with Libby McKay and Jessi Dolmage

Ep #97: Teacher Turned Financial Planner with Keith Wayne

Ep #96: Finding the Right Channel and Firm Structure with Melissa Barron and Jordan Slingo

Ep #95: Re-entering the Profession after Building a Successful Firm and Selling it with John Gugle

Ep #94: From Actress to Financial Planner with Sara Stollberger

Ep #93: Helping Grow a Small Fee-Only Firm with Frank Fernandez

Ep #92: How to Make Yourself More Marketable with Louis Diamond

Ep #91: Pivoting from a Failed Succession Plan with Cecil Staton

Ep #90: Finding the Right Path After Changing Careers with Steve Kampschmidt

Ep #89: How to Pass the Series 65 Exam with Shane Kozusko

Ep #88: Exhibiting Passion, Determination, and Grit to Get Hired with Jake Smail

Ep #87: Pivoting From History Professor Path to Financial Planner with Matt Trogdon

Ep #86: Turning Down an 8 Figure Offer to Keep Building with John Fennig

Ep #85: Carving Your Own Path Outside of a Family Business with Dan Weiss

Ep #84: Moving Your Family Across the Country for a Good Fit with Stephen Nelson

Ep #83: Pursuing Financial Planning as a Divorced Single Mother of Five with Alisa Nguyen

Ep #82: What Firm Owners Look For In Their First Hire with Kali and Eric Roberge

Ep #81: How to Pass the SIE Exam with Josh Brumbach and Garrett Klinger and Landon Powell

Ep #80: Transitioning from the Hospitality Industry to Financial Planning with Chloe Denning

Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown

Ep #79: Starting and Succeeding as a Cohort with Karlyn Jones, Carolyn Stewart, and Carman Franklin

Ep #78: Entering Financial Planning via the Cold Calling Route with Jun Shim

Ep #77: Evaluating Succession Plan Opportunities with Brooklyn Brock

Ep #76: Having Success as a Financial Planner as an Introvert with Emily Haberkern

Ep #75: From Property and Casualty Agent to Financial Planner with Sandy Russ

Ep #74: Employee to Entrepreneur with Maria King

Ep #73: Transitioning from the Military to Financial Planning with Stephen Maggard

Ep #72: Associate Planner to CEO with Matt Elliott

Ep #71: From Wholesaler to Fee-Only Planner with Jason Black and Lee Strongwater

Ep #70: Insights from a Chief Talent Officer with Nate Nassif

Ep #69: How to Become a Top Tier Candidate with Jayla Blakemore

Ep #68: From Practice Management Consultant to Financial Planner with Paul Brown

Ep #67: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 2)

Ep #66: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 1)

Ep #65: How To Get Your Foot in The Door When Changing Careers with Matt Goren

Ep #64: Transitioning From a Broker Dealer to a Tax and Financial Planning Firm with Carol Ann Casebolt

Ep #63: Working Your Way Up to Director of Financial Planning with Kim Basenback

Ep #62: From Junior College to Financial Planner with Jenny Hood

Ep #61: Adding Value to a Small Fee-Only RIA Firm with Karly Holland

Ep #60: Pursuing a Career in a Corporate Retirement Planning Firm with Erin Bruce

Ep #59: Immigrating to the US and Becoming a Financial Planner with Juan Guevara

Ep #58: Transitioning from a Large Financial Institution to an RIA with Nick Prigitano

Ep #57: Transitioning From Corporate America to Financial Planning with Karina Linehan - Part 2

Ep #56: Transitioning From Corporate America to Financial Planning with Karina Linehan

Ep #55: Pivoting Away From Tax Accounting to Financial Planning with Cole Christian

Ep #54: From Wirehouse Advisor to Business Transformer with Jen Goldman

Ep #53: From Admin Assistant to CEO with Tina Mistry

SPECIAL EPISODE: Bringing Minority Planners into the Profession with Emlen Miles-Mattingly and Luis Rosa

Ep #52: Re-entering the Workforce After Raising Children with Deanna Tomasetti and Sophie Leahy

Ep #51: New College Graduates to Lead Planners in 4 Years with Emily Boyd and Brandon Gutierrez

Ep #50: Transitioning from a Financial Planner Practitioner to a Financial Planning Professor with Jared Pickens

Ep #49: Helping Professionals Steeped in Debt Become Financially Successful with Molly Rimes

Ep #48: Tax Planning and Preparation Career Focus with Sam Nguyen

Ep #47: Selecting the Right CFP Program with Dr. Vickie Hampton

Ep #46: Entering the Financial Planning Profession as a Non-Traditional Student with Taynia Vakapuna

Ep #45: Six Months Into A New Planner Career with Klint Olive and Jared Tobin

Ep #44: Joining a Firm to Serve LGBTQ+ Clients with Pietro Messina

Ep #43: Taking Control of Your Career with Brandon Odell - Part 2 of 2

Ep #42: Taking Control of Your Career with Brandon Odell - Part 1 of 2

SPECIAL EPISODE: Compensation Data Points for New Planners with Caleb Brown and Jesse Lineberry

Ep #41: New Planner Turned Hiring Manager with Sean Alford

Ep #40: Joining a Financial Wellness as an Employee Benefit Firm with Veronica Taylor

Ep #39: Portfolio Management Career Focus with Alex Jenkins

Ep #38: Joining a New Firm to Making Partner in 5 Years with Kelly Stanley

Ep #37: Providing Financial Planning Support in a Broker Dealer Home Office Role with Dan Yergan

Ep #36: Successful Leadership with Sameer Somal

Ep #35: From New Planner to Partner in 7 Years with Ben Peters

Ep #34: Getting Hired in Financial Planning with Shannon O'Toole

Ep #33: From Client Advisor to Practice Management Consultant with Brandon Moss and Jarrod Upton

Ep #32: Securing Clients as a New Planner with Taylor Schulte

Ep #31: From Making Wine to Making Partner in a Firm with Landon Tymochko

SPECIAL EPISODE: Shaping the Profession via the FPA Externship with Hannah Moore

Ep #30: Transitioning from Engineering to Financial Planning with Aaron Grey

Ep #29: Pursuing a Career in Media with Erica Crane and Matt Nelson

Ep #28: Financial Therapy Overview with Nathan Astle

Ep #27: Exploring a Career in Fintech with Soraya Morris

Ep #26: Changing Careers to Establish a Financial Coaching Business with Tracey Bissett

Ep #25: From Individual Contributor to Leader and Consultant with Colleen Hallinan

Ep #24: Moving Across the Country to Get the Job of Your Dreams with Coleburn Spence

Ep #23: Finding Your Best Fit by Understanding Who You Are with Krista Sheets

SPECIAL EPISODE: How to Pass the CFP Exam with Deanda Wilson, Brooke Cantrell, and Sean Gold

Ep #22: Overview of the Jumpstart Community for Financial Professionals with Dominique Henderson

Ep #21: Helping Your Clients Find Their Money Quotient with Amy Mullen

Ep #20: The Virtual CFP Career Path with Sue Chesney

Ep #19: Understanding Your Unique Instincts for Success as a Financial Planner with David Kolbe

Ep #18: Finding Success by Failing Then Pivoting with Dave Grant

Ep #17: Pursuing a Career in Academia While Running Your Own Firm with Inga Timmerman

Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus

Ep #15: Starting a Firm Because You Can't Find a Fit with Betty Wang

Ep #14: A Career in Operations as a CFP with Dennis Moore

Ep #13: The Basics of A Successful Succession Plan with Christine Sjölin

Ep #12: How to Deliver Results Beyond Years of Experience with Casey Bear and Logan Ross

Ep #11: Finding Your True Passion In Financial Planning with Mary Carlson

Ep #10: Building Your Skills As A CFP Student with Anabelle Sanko

SPECIAL EPISODE: Compensation Data Points for Newer Planners with Caleb Brown

Ep #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer

Ep #08: NAPFA Genesis Professional Community for New Planners with Ben Jacobs

Ep #07: FPA Nexgen Professional Community for New Planners with Joey Stemmle

Ep #06: Buying a Firm and Transitioning from AUM to a Flat Fee Model with Jim Miller

Ep #05: Understanding the Fee-Only Professional Association with Geof Brown

Ep #04: Finding Your Right Fit with Tiffany Ritchie and Kyra Morris

Ep #03: Career Options for a CFA Charterholder with Mario Nardone

Ep #02: Overcoming Discrimination and Racism: The Career of Chloé Moore

Ep #01: Yusuf and Bryan - Succession Planning from a G2 Perspective