From his unconventional start in financial planning to his current “title” as the Student Loan & Craft Beer Nerd of Pittsburgh, Ryan Galiotto, CFP®, walks us through his story and shares the role that personal branding has played in his work and life.
Christine Damico, CFP®, EA, is a teacher of the profession and trailblazer of her firm. In her many years teaching at Virginia Tech, and now through her residency program at Olio Financial Planning, Christine has developed a clear idea of how focused education and residency programs can impact NexGen planners – and the profession as a whole.
In this episode, Luis F. Rosa, CFP®, EA, covers the importance of mentorship, how to define your place within the profession as a new planner, and how everyone can find a home within financial planning.
In this episode, Molly Balunek gives action items for financial planners to take when they’re looking to be the best CFP® professional – whether they want to develop a career track at their firm or eventually start their own business.
This episode is perfect for financial planners who are working on improving their marketing strategy for their practice. Whether you love marketing, or you think it’s totally intimidating, Taylor Schulte, CFP®, has some fantastic tips for you!