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

07/05/24 • 28 min

Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you!

Listen in as Adam shares how he became interested in financial planning during high school, influenced by a mentor and local financial planner. He discusses securing his first position in a family office, what he enjoyed about the role, and his transition to a fee-only RIA, where he has grown into a shareholder. Adam also reveals how his ownership buy-in was structured, why he has no desire to leave his firm, and how he passed the CFP exam as a new college graduate. Lastly, he offers tips for new planners that you don't want to miss.

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

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

Previous Episode

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

Allison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you!

Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit after college. You will hear about her career path thus far, from what she has been doing in her current role to how she plans to obtain the CFP and become a lead advisor in the future.

You can find show notes and more information by clicking here: https://bit.ly/3KRGO4i

Next Episode

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

Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you!

Listen in as Donald talks about how financial planning wasn’t initially on his radar, his start as an accounting major due to his affinity for math and numbers, and how he connected with John, convincing him to hire him as an intern. John shares his journey from the insurance channel to the broker-dealer channel, and ultimately to the fee-only RIA channel, detailing how he grew the business, why he hired Donald, and how he integrated him into client meetings and positioned him for success. Don't miss hearing how they handle disagreements, their take on whether to pursue the CFP or CFA, and their tips for new planners.

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