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Ep #250: 3 Years into a Career Change with a Large RIA with Keith Wayne

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Manage episode 512798763 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for you!

Listen in as Keith shares how his role has evolved over the past three years from analyst to financial planner to senior financial planner, where he now builds financial plans in a centralized planning role. He also explains how he pursued additional technical specialties, including college and student loan planning, to deepen his expertise and expand the value he brings. You'll learn how long it took him to feel comfortable with the software, the challenges he’s faced, and his advice for navigating the learning curve.

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

  continue reading

265 episodes

Artwork
iconShare
 
Manage episode 512798763 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Keith Wayne, Senior Financial Planner at Mercer Advisors, returns to the show to share how his career has progressed since he first joined us back in episode 97. If you're interested in advancing your career within a firm, developing specialized expertise, or understanding the realities of moving from analyst to senior planner, this episode is for you!

Listen in as Keith shares how his role has evolved over the past three years from analyst to financial planner to senior financial planner, where he now builds financial plans in a centralized planning role. He also explains how he pursued additional technical specialties, including college and student loan planning, to deepen his expertise and expand the value he brings. You'll learn how long it took him to feel comfortable with the software, the challenges he’s faced, and his advice for navigating the learning curve.

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

  continue reading

265 episodes

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