Daniel Whitt is a senior advisor at Pandowealth, and he joins the show today to share his unique journey from working in the non-profit sector to successfully transitioning into the financial planning profession. If you're interested in making a career change into financial planning, growing within a firm, or learning how to succeed as a new planner, this episode is for you!

Listen in as Daniel shares how he began his CFP coursework while living in Nepal, passed the exam, and landed his first role as an associate financial planner in a firm that turned out to be a great fit. He discusses how he has worked his way up and grown alongside the firm and shares tips on career growth, as well as advice for new planners entering the profession.

You can find show notes and more information by clicking here: https://bit.ly/3EDosod

Mike Zarrelli is a financial advisor at FSA Wealth Partners based out of Rockville, MD. He joins the show today to share why he got into financial planning—even though he was initially encouraged to pursue accounting instead. If you're interested in learning how to grow your career in financial planning, leverage transferable skills from previous jobs, or gain confidence in business development, this episode is for you!

Listen in as Mike shares why he chose financial planning over accounting, how he landed his first role, and how his responsibilities evolved as he advanced within his firm. He also walks through what he was looking for in a role, how he strategically moved up the career ladder, and how his background in the restaurant industry helped him develop key skills.

You can find show notes and more information by clicking here: https://tinyurl.com/2nde9xhc

Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the hiring process from both the employer and candidate perspectives, this episode is for you!

Listen in as Mallory and Felix share their unique journeys into financial planning, including Mallory’s path from an art degree to becoming a partner at her firm and Felix’s early inspiration for the profession rooted in his upbringing. You'll hear about the hurdles of hiring and how Mallory eventually found the right fit, as well as Felix's experience starting his career at Laurel and the challenges he's navigating as a new planner. Don't miss their key insights on the hiring process, what makes a successful match, and more.

You can find show notes and more information by clicking here: https://bit.ly/4j7PClG