New Planner Podcast

Becca Phillips is an Associate Financial Planner with Horst & Graben based out of Portland, OR, and she joins the show today to discuss her "why" for pursuing a career in financial planning. From her initial exposure to the field that cemented her passion to breaking into the industry and her pursuit of the FPQP designation, you'll get to hear about her journey through networking, certifications, and more.

Listen in as Becca opens up about how she overcame feelings of inadequacy to secure a position at her current firm, her challenges during the transition, and the supportive team environment that has welcomed her. You'll discover how she got to where she is today and the key lessons she learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/42lBA8S

Justin Rice is a Financial Advisor at Personal Wealth Strategies, and he joins the show today to share his career journey from biomedical engineering to financial planning. If you're interested in transitioning to the planning industry from a technical or academic background, leveraging study groups for career growth, or enhancing your sales skills, this episode is for you!

Listen in as Justin shares how conversations with colleagues during his PhD program sparked his realization that many people needed help with personal finance. He recounts how he completed his CFP coursework while finishing his engineering degree, as well as how he found his first job opportunity and ultimately leveraged his study group to secure his ideal role. You'll hear valuable tips on improving your sales skills, key insights for new planners, and more.

You can find show notes and more information by clicking here: https://bit.ly/3PCgNZm

Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won’t want to miss!

Listen in as Ryan and Franklin recount their journey through the financial planning landscape, from directly after college to when their paths converged at Roserock five years ago. Ryan details his 18-year tenure at a firm where a personal connection blossomed into a fulfilling career, his reasons for departing to establish his own firm, and why Franklin was his top choice for the venture. Franklin opens up about his transitions from a mid-size to a large RIA before taking the leap to join Ryan, his methods for building client confidence, and his rationale for moving to a startup environment.

You can find show notes and more information by clicking here: https://bit.ly/45YqXZO

Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you!

Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial planning student organization, landing a part-time role at her current firm during college, and her rapid ascent to a team lead position just two years post-graduation.

You can find show notes and more information by clicking here: https://bit.ly/3ujOxmZ

Jason McGarraugh is a Financial Advisor with BentOak Capital based out of Houston, TX, and he joins the show today to share his journey from growing up on a farm to becoming a financial planner. After overcoming academic challenges to excel in graduate school, pass the CFP exam, and succeed in a succession plan with a retiring advisor, Jason's unique path proves that hard work and determination can truly move the needle.

Listen in as he opens up about his early introduction to the field through his grandparents' estate planning, as well as how he transitioned into financial planning after an initial career in the food service industry. You'll hear powerful insights, valuable advice for new planners navigating their careers, and more.

You can find show notes and more information by clicking here: https://bit.ly/4bZmB9k