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

What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, and the valuable experience it offers aspiring financial planners.

Listen in to hear what’s new for the 2025 Externship, as well as exciting updates from the previous year. You'll learn how you can sign up for the Externship and take the next step in building your career. If you're interested in gaining real-world financial planning experience, learning from industry experts, and developing the skills needed to succeed as a planner, this episode is for you!

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

Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value to clients through tax expertise, this episode is for you!

Listen in as Steven shares his career journey from working at a Big Four firm to leaving just before making partner to start his own tax firm, specializing in helping financial advisors serve their clients more effectively. You'll learn where most advisory firms fall short when it comes to tax planning, strategies to strengthen your expertise in this area, and more.

You can find show notes and more information by clicking here: https://tinyurl.com/3hzmp5a5

Larry Ginsburg is a financial advisor at Wealth Enhancement Group—and was also my internship supervisor when I was pursuing my CFP education. He joins the show today to share his journey from being a career-changer in the early 80s to building his own business, and ultimately selling his firm to a large aggregator. If you're interested in career transitions, building and scaling a financial planning firm, or navigating succession planning, this episode is for you!

Listen in as Larry shares his journey, including how he grew his business, the mistakes he made along the way, and why he opted for an external succession plan. You'll also hear why he took a chance on me as an intern, some funny stories from our time working together, and valuable tips for firms hiring interns, as well as interns looking for the right fit.

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

Prudence Zhu is the Founder and CEO of Enso Financial. She joins the show today to share her transition from Corporate America to financial planning, including the challenges of building her business over the past two years while raising two small children. If you're interested in transitioning to financial planning, starting your own firm, or balancing entrepreneurship with family life, this episode is for you!

Listen in as Prudence opens up about how she discovered financial planning, as well as how she took the leap to leave her corporate job and start her own firm. You'll hear about the ups and downs of her journey, how she adjusted her initial goals and expectations, what her financial planning process looks like today, and more.

You can find show notes and more information by clicking here: https://bit.ly/3F6GKhG

Today we are joined by Jessie Doll, Co-Founder of ReFrame Wealth, and Malee Turner, an associate advisor there. They both join the show to share their respective career paths, including Jessie’s journey from a decade in banking to starting her own firm and Malee’s decision to begin her career at a smaller firm after graduating from a CFP program. If you're interested in navigating career transitions, growing in your role as a new planner, or learning how to build a successful advisor-client relationship, this episode is for you!

Listen in as Malee and Jessie share how they got started in the field, as well as how Malee’s role, responsibilities, and confidence have grown over the last six months—along with her future aspirations. You'll gain valuable insights on building trust with clients, developing confidence, and working effectively with a senior advisor.

You can find show notes and more information by clicking here: https://bit.ly/4i3yZaG