Ep #155: Leaving a Large Financial Services Firm to Become a Financial Counselor for Military Members with Tanner Merritt

New Planner Podcast

Вміст надано Caleb Brown. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Caleb Brown або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1y ago 24:22

MP3•Головна епізоду

Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military.

Listen in as Tanner dives into the reasons for his transition, discussing the intricacies of his role, potential salary ranges, career trajectories, and strategies to combat financial stigmas within the military community. You'll hear about his journey from persisting with his major to pursuing a graduate degree, landing an internship with a small RIA, and subsequently joining a large financial services firm. He also gives invaluable tips for budding planners to enhance their marketability.

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

216 епізодів

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