
What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks, getting fired, starting over, and ultimately finding the right firm and culture to grow their careers. Listen in to learn how Erin transitioned from banking into financial planning, why starting at a small RIA can accelerate your learning, and how James went from being fired to starting his own firm from scratch. You'll also hear what it takes to build a strong company culture, attract top talent, and embrace imposter syndrome to become a better advisor. You can find show notes and more information by clicking here: https://tinyurl.com/yxa685fy
AI Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Ep #277: RIA to AI Startup with Brian Abatemarco

Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines

Ep #275: Securing 2 Years of Experience Prior to College Graduation with Francesco D'Amore

Special Episode: Overview of The 2026 Amplified Planning Externship with Hannah Moore
Free AI-powered recaps of New Planner Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.