Finding a balance between work, growing a brand, and living a life you love is key for Brittney Castro, CFP®, and in this episode she encourages all planners to do the same. Brittney has some fantastic insights both on being a planner and on being a business owner – or just a busy professional looking to accomplish amazing things!
This episode is a moving testament to everything that a mentor can do for you. Allison Masoero goes into detail about how her relationship with Jeanne Robinson, CFP®, impacted and changed her life, how her relationship with her other firm members are constantly pushing her to be the best planner she can be, and her deep desire to continue the tradition of mentorship to the next generation of financial planners.
Ian Harvey, CFP(R) shares how important it is to find a firm culture that fits who you are and what you value. He shares his career journey through excellent firms to find the one that was the right fit for him. Ian also outlined how he thinks through working with Millennial clients and how important it is to build a solid business case.
Eugenié George is intentionally entering the financial planning profession. After a career in teaching and technology, she is pursuing the CFP® designation and looking at how to best break into the profession as a career changer. Join us as we follow Eugenié on her path to becoming a financial planner in 2019.
Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers, or a handful of heroes who bring in business. Instead, he focuses on celebrating every member of the team who each contributes their own unique skill set to their firm’s growth.