Kate Healy is the CEO and Founder of AdvoKate IQ, LLC, a growth and marketing strategy consulting business that specializes in wealth management firms. She joins the show today to share her story of how she broke into the wealth management space. If you feel you are too young or inexperienced to succeed as a financial planner, then this episode is for you!

Listen in as Kate shares her journey in the field, encompassing diverse roles from accounting to marketing, which exposed her to financial planning's benefits. You'll hear how her advisory stint wasn't her ultimate path (but facilitated impactful opportunities with the next generation), as well as the traits of successful next generation planners, career advice, and insights into Kate’s new business venture.

You can find show notes and more information by clicking here: https://bit.ly/4aMl0Ca

Curious about advancing your career in financial planning? Join us as we sit down with Hannah Moore, the mastermind behind the Amplified Planning Externship Program, now in its 5th year. In this episode, Hannah reveals the intricacies of the program, its target audience, and the recent updates. Discover why participants return year after year, as well as the value the program offers, regardless of your career stage.

Listen in as Hannah shares her motivation behind launching the externship and the lasting impact it's making on the profession. You will learn how this program is shaping the next generation of financial planners, why it's more than just a one-time opportunity, and how this transformative journey can evolve with your career.

You can find show notes and more information by clicking here: https://tinyurl.com/2y522w75

Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you!

Listen in as Colton narrates his journey, from pivotal internships and positions at insurance and asset management firms to building his own book under an independent RIA. You'll hear about the challenges he faced along the way, strategies for client acquisition, and advice for new planners who are trying to navigate the industry.

You can find show notes and more information by clicking here: https://bit.ly/49n1gnx