Ep #194: Leaving a Partner Position to Relocate and Start Over with Bryan Hasling

New Planner Podcast

Inhalt bereitgestellt von Caleb Brown. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Caleb Brown oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

12d ago 29:41

MP3•Episode-Home

Bryan Hasling is a Financial Planner at Modern Financial Planning and a returning guest on the show! He's back today to give us an update on his last four years and his growth metrics after one year in his new firm, including client acquisition, target clients, fee structure, and overhead sharing. If you're interested in learning how to navigate career transitions, grow within established firms, and build a successful financial planning practice, this episode is for you.

Listen in as Bryan shares his journey into the financial planning profession, starting with his first role at a sole practitioner firm in California. You'll hear about his path to becoming a partner in a larger RIA after a merger, and how life eventually brought him back home to Texas. He also discusses the options he considered for his next step and why he chose to join an established firm where he could build his own book of business without starting from scratch.

You can find show notes and more information by clicking here: https://bit.ly/3Xd0jeG

209 Episoden

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