In this episode, you will hear the conversation I had years ago that sparked the creation of The Financial Planner's Desk.

Our guest is Dirk Alexander, an investment advisor in New Jersey.  We start out talking about his start in the industry and how it was like working in a single person office to eventually joining a larger group.

I find listening to other advisor's stories about how they started out in our industry and where they are years later in their career really informative.  We all have stories we can share, the mistakes and the success.  Hopefully, our new advisors in the industry can avoid some of the mistakes.

Email Richard Oring for suggestions or you would like to be a guest on a future episode: plannersdesk@ncfg.com









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