Matt Higbie is the Managing Director of Birchwood Capital, and he joins the show today to talk about his transition from investment banking to financial planning. If you're interested in what it takes to pivot into financial planning from a high-demand field, navigate a major pay cut, or build your skills in a fully virtual advisory model, this episode is for you!

Listen in as Matt shares how he began his career in investment banking before realizing he wanted a more client-centered path, ultimately leveraging his network to secure his first financial planning role—even while taking a significant pay cut to make the transition. You'll hear what his early responsibilities looked like, how he learned the business, and the benefits and drawbacks of developing as an advisor entirely in a virtual environment. Matt also opens up about the challenges he's faced over the past year and how he's preparing himself for continued growth and long-term success.

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

Robert Jeter is the owner of Back Bay Financial Planning & Investments, and he joins the show today to talk about his career journey to becoming a financial planner and firm owner. If you're interested in understanding how to navigate career decisions, grow within a firm, or eventually make the leap to starting your own, this episode is for you.

Listen in as Robert shares how he first became interested in financial planning while in college, what he hoped to find in his first job, and how he convinced his parents that the profession was far different from the stockbroker stereotype. He also talks about beginning his career in a specific channel, finding early success, leveraging mentors, and ultimately working his way up to partner in an existing firm before deciding to leave and launch his own. You'll hear how he now gives back to the profession and practical tips for new planners entering the field.

You can find show notes and more information by clicking here: https://bit.ly/4bkex4Z

David Tenerelli is a financial advisor at Values Added Financial, and he joins the show today to share his transition from middle school band director to a career in financial planning. You'll hear about his pivotal decision to leave after 10 years for a new opportunity, why—despite his experience—he chose not to start his own firm, and what ultimately shaped his path forward.

Listen in as David talks about how he discovered his passion for personal finance early on, yet initially dismissed financial planning as a career because of the sales-driven stereotype often associated with advisors. You'll hear how he eventually embraced the idea of becoming a CFP, landed his first position, developed his technical and client-facing skills, and advanced within his firm.

You can find show notes and more information by clicking here: https://bit.ly/4sJpof0