Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh
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Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh
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How can you build a successful financial planning career in your first year after college? In this episode, I sit down with paraplanners Samantha Buchanan and Garrett Welsh from Allegiance Financial Group Advisory Services to explore their journeys into financial planning, how they chose the right firm, and what they've learned transitioning from students to professionals.
Listen in to learn how Samantha and Garrett evaluated career opportunities, why finding the right firm culture mattered, how paraplanners can contribute value from day one, and how technology like AI is changing (but not replacing) the human side of financial advice. You'll also hear practical advice for aspiring planners, including how to build confidence in client meetings and create your own career opportunities.
You can find show notes and more information by clicking here: https://tinyurl.com/ycyp7btc