Ep #209: Starting on the Advisor Career Track and Pivoting to a COO Career Track with Connor Barbella-Roesler

New Planner Podcast

Nội dung được cung cấp bởi Caleb Brown. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Caleb Brown hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

24d ago 24:34

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How can you kickstart your financial planning career and make an impact early on? In this episode, Associate Financial Advisor Connor Barbella-Roesler shares his journey from discovering his passion for financial planning in college to securing a role at a firm that matched his values. Connor opens up about preparing for and passing the CFP exam on his first attempt, adding value to his firm as a new hire, and navigating the challenges of working in operations.

Listen in to Connor’s advice for aspiring financial planners, including tips for thriving in a virtual work environment and strategies for firms to retain talent and maintain culture. Whether you’re an industry newcomer or a seasoned advisor, you’ll walk away with new ideas to advance your career and create meaningful client experiences.

You can find show notes and more information by clicking here: https://tinyurl.com/553mv6tt

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