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

Sten Morgan is the Founder of Legacy Investment Planning and the Elite Advisor Network, and he joins the show to share his journey to becoming a firm owner. If you're interested in what it really takes to find your place in the profession, build a thriving firm, and expand your impact through leadership and coaching, this episode is for you.

Listen in as Sten opens up about why he began his career as an intern in the insurance channel, what kept him there for so many years, and what prompted a search for the right fit across several firms. You'll hear how he came to the decision to start his own firm, how he grew the business, and the mistakes he made along the way. Sten also shares why he launched a coaching network, as well as how it helps other advisors streamline their path to success.

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

Travis Hibbard is a financial advisor at Fiduciary Financial Advisors, and he joins the show to share his transition from engineer to financial advisor after 18 years in a large manufacturing company. If you're interested in making a mid-career transition, leveraging financial independence to create flexibility, or understanding the real-world decisions involved in starting a firm, this episode is for you.

Listen in as Travis shares how guidance from his mother, a financial planner, set him on a path toward financial independence and made his transition into the profession smoother. He also walks through the key decisions involved in launching his own firm—including choosing the right channel and operating structure—along with the pros and cons of his setup, how he found clients, and key lessons he learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/4qh3MVv

Emily Koochel is the Manager of Financial Wellness at eMoney Advisor, and she joins the show to share how she found her way in the financial planning world. If you're interested in exploring non-linear career paths in financial planning, blending education and technology, or understanding how fintech is shaping the future of the profession, this episode is for you.

Listen in as Emily shares how she was drawn to financial planning for its blend of numbers and people, and how a mentor encouraged her to pursue a master's degree before starting her career at a small firm. She also talks about becoming increasingly interested in the relational side of the profession, which led her to earn another degree and spend time teaching in a CFP program. You'll hear about her current role in fintech, where she helps firms scale through technology, and her thoughts on where fintech is headed next.

You can find show notes and more information by clicking here: https://bit.ly/45d8laU

Andrew Sivertsen is a shareholder and Senior Financial Planner at The Planning Center, Inc., and he joins the show today to share how he found financial planning through one of his siblings and has never looked back. If you're interested in discovering financial planning through a non-traditional path, balancing work and CFP coursework, or growing into ownership and leadership within a firm, this episode is for you!

Listen in as Andrew shares how he began his career studying biology before finding his way into financial planning by following in his brother's footsteps. You'll hear how he started in a part-time role, transitioned to full-time work, and balanced going back to school while earning his CFP designation. Andrew also reflects on developing both technical and client-facing skills, becoming a shareholder, and how he now gives back by mentoring newer planners at his firm.

You can find show notes and more information by clicking here: https://bit.ly/4q5Hnu2

Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an advisor-turned-entrepreneur, this episode is for you!

Listen in as Mark shares how a period of losing clients pushed him to change his business model, hire a coach, and get hyper-clear on his value proposition and service offering. He also opens up about the lessons he learned through the decisions he made, including the mistakes that contributed to an unsustainably high churn rate. Don't miss hearing key insights from Mark's entrepreneurial journey, as well as what any business owner can take away from the challenges he faced and the growth that followed.

You can find show notes and more information by clicking here: https://bit.ly/48zziYI