Ep #187: Earning Partnership After 5 Years with Adam Van Wert

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.

4M ago 28:48

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Adam Van Wert is a Financial Planner with JF Williams Company based in Denver, CO. He joins the show today to discuss his path into the financial planning profession and his career growth so far. If you're considering a career in financial planning or aiming to become a firm owner, this is an episode for you!

Listen in as Adam shares how he became interested in financial planning during high school, influenced by a mentor and local financial planner. He discusses securing his first position in a family office, what he enjoyed about the role, and his transition to a fee-only RIA, where he has grown into a shareholder. Adam also reveals how his ownership buy-in was structured, why he has no desire to leave his firm, and how he passed the CFP exam as a new college graduate. Lastly, he offers tips for new planners that you don't want to miss.

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

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