How do you go from an intern ordering office supplies to owning your own financial planning firm? Nick Scheibner shares the journey that took him from accidentally discovering financial planning at university to spending 14 years growing within one firm before taking the leap to launch his own RIA. You'll learn why saying "yes" to every opportunity accelerated his career, how taking on overlooked responsibilities made him indispensable, and why confidence is built one client conversation at a time.

Listen in as Nick opens up about the personal experiences that motivated him to become a business owner, the challenges of leaving a stable career, and the lessons he's learned building his own practice. Whether you're a student, intern, associate advisor, or considering starting your own firm one day, this episode is filled with practical advice on developing your skills, earning trust, building relationships, and creating a career you'll never regret pursuing.

You can find show notes and more information by clicking here: https://tinyurl.com/3wtpr535

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

What does it take to move to a new country, earn an MBA, become a CFP®, and launch a wealth management firm—all in under four years? In this conversation, Imade Iyamu shares how she built Arusha Wealth after immigrating to the United States, and why her mission is focused on helping immigrants and cross-border clients navigate some of the most complex financial systems in the world.

We explore the real challenges behind building financial stability in a new country, from credit systems and taxes to visas, estates, and retirement planning across borders. Imade also breaks down how she went from law to finance, earned her CFP®, and launched an RIA while designing a business model rooted in education, community, and long-term trust. This episode offers practical insight into niche firm-building and what it really means to start a business while still learning the system yourself.

You can find show notes and more information by clicking here: https://tinyurl.com/3tjr2xvu