Ep #164: How to Get Your Foot in the Door with Daniel Yerger

New Planner Podcast

Caleb Brown에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Caleb Brown 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

9M ago 28:09

MP3•에피소드 홈

Daniel Yerger is the Founder and President of My Wealth Planners based out of Longmont, CO. He joins the show today to discuss his journey to becoming a financial planner, including how he transitioned from active military service, became aware of the profession, and secured his first position in financial planning. If you want to know what it is like to start in the dually registered RIA channel and transition to the fee-only RIA model, this episode is for you!

Listen in as Daniel discusses his insights on the necessity of an MBA for new planners, the criteria he used to choose his first employer, and his experiences with the dually registered RIA model (both advantages and drawbacks). He also talks about how he successfully built a client base during challenging initial years, the evolution of his service model and pricing strategy, and the process of transitioning clients to his newly established independent firm.

You can find show notes and more information by clicking here: https://bit.ly/3TRyO9m

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