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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro

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Manage episode 423549704 series 2795396
Inhoud geleverd door Caleb Brown. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Caleb Brown of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!

Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ

  continue reading

212 afleveringen

Artwork
iconDelen
 
Manage episode 423549704 series 2795396
Inhoud geleverd door Caleb Brown. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Caleb Brown of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!

Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.

You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ

  continue reading

212 afleveringen

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