Wilson Liu is an associate advisor at Stone Steps Financial, and he joins the show today to share his transition from the tech industry to financial planning. If you're interested in switching industries, navigating a career transition into financial planning, or learning how to build confidence and contribute meaningfully as a new planner, this episode is for you!

Listen in as Wilson shares how his lifelong interest in personal finance and guidance from a friend in the profession helped him learn about different roles and channels, setting him on the path to transition into financial planning. He discusses his job search journey, including networking, interviewing, and navigating rejection, along with his early experiences in client meetings and mentorship at his firm. You'll also hear how Wilson has advanced in his career, the ways he adds value to his team, and his strategies for overcoming imposter syndrome.

You can find show notes and more information by clicking here: https://bit.ly/4lj9CmV

John Kiepe is a Founding Partner of Kiepe Wealth Management, and he joins the show today to share his unorthodox journey into the financial planning profession. If you're interested in building a career from the ground up, blending tax and financial planning, or learning how to grow a firm from scratch, this episode is for you!

Listen in as John shares how early roles in customer service - from Domino’s Pizza to a bank and call center - helped build the skills that laid the foundation for his success in financial planning. He also explains what motivated him to launch his own firm and acquire a tax practice, how he navigated the challenges of starting with zero clients, and what he's focusing on now.

You can find show notes and more information by clicking here: https://bit.ly/4ltOlY1

Shai Gothreau is the owner and a financial planner at Infinity Financial Services, and she joins the show today to talk about how she was led to financial planning from the desire to help her peers make better financial decisions. If you're interested in pivoting from a corporate career, building a financial planning firm while working full-time, or learning how to attract clients and plan for a future transition, this episode is for you!

Listen in as Shai shares how she began her career in Corporate America while coaching on the side, only to realize that coaching alone didn’t offer the depth she wanted. You'll hear how a few informational interviews helped shift her perception of financial planning, why she’s still in her corporate role, how she attracts clients, and the challenges she navigates while running her firm.

You can find show notes and more information by clicking here: https://bit.ly/449LLjB