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Ep #265: Middle School Teacher to CFP with David Tenerelli
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Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan
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Ep #263: Starting a Firm After a Successful Career as an Engineer with Travis Hibbard
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Ep #262: A Career in Financial Wellness and FinTech with Emily Koochel
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Ep #261: Career Changer to Partner in 6 Years with Andrew Sivertsen
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Ep #260: Pivoting and Rebuilding a Firm with Mark Hansen
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Ep #259: Finding Your Right Career Fit with Lillian Turner
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Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan
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Ep #257: Chemistry Major to CFP with Kelly Metzler
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Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark
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Special Episode: Compensation Data Points with Caleb Brown and Jesse Lineberry
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Ep #255: Transitioning from Healthcare to Financial Planning with Emily Green
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Ep #254: Accumulating 4 Years of Experience while an Undergraduate Student with Daniel Stefanski
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Ep #253: Launching a Firm 4 Years Out of School with Patrick Moore
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Ep #252: Guiding a Firm Merger as a Young Planner Turned Operations Leader with Haley Ellis
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Ep #251: Launching a Firm to Help Others Who Have Employer Pensions with Mary Ann Sullivan
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Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne
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Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee
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Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker
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Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl
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Ep #246: Building a Firm by Serving Female Entrepreneurs with Kaitlyn Carlson and Jordan Paul
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Ep #245: Getting Hired into a Small RIA Firm as a Cohort with Xander Larsen and Matt Pyron
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Ep #244: Leaving a Salaried Position to Launch a Practice at Age 28 with Megan Madden
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Ep #243: 21 Years at the Same Firm with Andrea Eaton
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Ep #242: Transitioning Out of Corporate America to Financial Planning with Dustin Cidorowich
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Ep #241: From Clergy to CFP with Samuel Kim
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Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff
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Ep #239: Thriving in a Hybrid Role with Matthew Gray
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Ep #238: Transitioning from an IT Career to a CFP with Wilson Liu
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Ep #237: Acquiring a Tax Practice and Launching an RIA with John Kiepe
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Ep #236: Balancing a Corporate America Job while Building a Financial Planning Business with Shai Gothreau
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Ep #235: Building Your Skills as a Peer Financial Counselor While Pursuing Your CFP Education with Joseph Faucette
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Ep #234: Finding the Right Fit and Working as an Ensemble Firm with Michelle Gass and Kathleen Hood
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Ep #233: Immigrating to the USA and Becoming a CFP with Gloria Garcia Cisneros
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Ep #232: Starting out in the Insurance Channel then Pivoting to an RIA and Fintech with Derek Notman
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Ep #231: Starting a Fee Only RIA and Then Merging After 2 Years with Joey Loss
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Ep #230: How to Find a Good Fit and Progress Through the Career Track with Victor Colella and Courtney Cubbin
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Ep #229: FPA NexGen Programs and Initiatives with Blake Pinyan
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Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss
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Ep #227: Moving Across the Country to Start Your Career with Amanda Bearden
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Ep #226: Transitioning from a Non Profit to Financial Planner with Daniel Whitt
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Ep #225: 6.5 Years out of a CFP Board Registered Program with Mike Zarrelli
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Ep #224: 2.5 Years into a Financial Planner Career with Mallory Kretman and Felix Kopycinski
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Special Episode: Overview of The 2025 Amplified Planning Externship with Hannah Moore
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Ep #223: Adding Tax Planning and Preparation to Your Firm with Steven Jarvis
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Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg
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Ep #221: Leaving Corporate America and Launching a Fee Only RIA with Prudence Zhu
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Ep #220: 8 Months into a Financial Planner Career with Malee Turner and Jessie Doll
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Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge
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Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee
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Ep #217: 1 Year into a Career Change with Zubin Kapur and Ed Smith
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Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle
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Ep #215: Building the Bridge Between the Talent Pool and Employers with Jill Barnett
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Ep #214: Engineer to Certified Financial Planner with Justin Rice
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Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil
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Ep #212: Passing the CFP Exam with Brett Danko
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Ep #211: Starting a Fee Only RIA at 21 Years Old with Jeremy Eppley
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Ep #210: Transitioning from an Intelligence Analyst to Certified Financial Planner with Kirsten Ashbaugh
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Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler
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Ep #208: How to Pass the Required Securities Exams On Your First Try with Brian Lee
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Ep #207: Staying Patient When The Timing is Off For Your Dream Job with Foster Hyde
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Ep #206: Pivoting Away from Wall Street to Help More People on Main Street with Augustus Christensen
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Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas
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Ep #204: Navigating Multiple Career Changes Successfully with Kristin Harad
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Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney
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Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger
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Ep #201: Starting Your Own Firm After 13 Years as an Employee with Bryan Moylan
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Ep #200: The Career of Children's Book Author and CFP with Jamie Bosse
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Ep #199: 1.5 Years into a Financial Planner Career with Zac Cravez
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Ep #198: CFP Student to Director of Financial Planning in 7 Years with Jon Duggan
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Ep #197: Filling Your Marketing Funnel with Lauren Hong
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Ep #196: How to Become a Life Planner with George Kinder
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Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett
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Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling
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Special Episode: Compensation Data Points for New Planners with Jesse Lineberry and Caleb Brown
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Ep #193: Mastering Advisor Video Marketing with Katie Braden
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Ep #192: Getting Hired and Finding the Right Fit with Katie Calagui
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Ep #191: Developing a Niche and Gaining Clients with Kristen Luke
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Special Episode: Entering the Financial Planning Profession While Training for the Olympics with 3x Olympian Keturah Orji
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Ep #190: Transitioning From The Military to Starting Your Own Firm with Daniel Kopp
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Ep #189: 7 Years Into a Financial Planning Career with Jack Heintzelman
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Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale
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Ep #187: Earning Partnership After 5 Years with Adam Van Wert
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Ep #186: 4 Years into a Financial Planner Career with Allison Doty
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Ep #185: Transitioning from a Career in Retail to a Financial Planner with Nina Kamrani
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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro
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Ep #183: From CSA to Firm Owner with Lauren Williams
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Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez
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Ep #181: Pursuing a CFP Certificate Program While Also a Full-time Undergrad Student with Bryan Schneider
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Ep #180: From Unpaid Intern to Firm Owner in 5 Years with Alden Shmerling
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Ep #179: Transitioning from Youth Minister to Financial Planner with Joshua Wardle
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Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett
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Ep #177: Advocating for the Next Generation Financial Planner with Kate Healy
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Special Episode: Overview of The 2024 Amplified Planning Externship with Hannah Moore
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Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn
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Ep #175: Leading Marines to Leading Financial Planning Meetings with Andy Blacker
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Ep #174: Using Your CFP for an Alternative Career Path with Heath Jackson
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Ep #173: Finding a Part-time Entry Level Opportunity with Joshua Walker
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Ep #172: Finding a Fit as a Paraplanner with Joey Covolo
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Ep #171: How Hard Work, Grit, and Determination Move the Needle with Jason McGarraugh
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