Ep #195: Professional Musician to CFP and Entrepreneur with Cody Garrett

New Planner Podcast

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.

2M ago 38:16

MP3•Episode hjem

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 01, 2024 11:12 (6d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Cody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this episode is for you!

Listen in as Cody discusses how he got hired at an RIA, his roles there, and why he left to start his own financial planning and education firm. He also talks about how he secured clients, developed his planning process, and achieved a better work-life balance. You'll hear why the advice-only model works for him, why it's a great niche for new planners, and his mission to change the public's perception of what a financial planner is and does.

You can find show notes and more information by clicking here: https://bit.ly/3yV9Yxg

216 episoder

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