Ep #184: 4 Years Into A Financial Planner Career With Joey Casolaro New Planner podcast

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Indhold leveret af Caleb Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Caleb Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

4M ago 24:51

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MP3•Episode hjem

Indhold leveret af Caleb Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Caleb Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!

Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ

… continue reading

214 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

Artwork

Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

New Planner Podcast

published 4M ago

Del

MP3•Episode hjem

Indhold leveret af Caleb Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Caleb Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!

Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ

… continue reading

214 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

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