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Kandungan disediakan oleh Caleb Brown. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Caleb Brown atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney

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Manage episode 449065003 series 2795396
Kandungan disediakan oleh Caleb Brown. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Caleb Brown atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early career, including internships with major firms and how she advanced despite feeling underqualified.

Listen in as Kaitlyn reflects on her decision to start her own financial firm, as well as the challenges of building a client base from scratch. You'll learn valuable lessons about perseverance, client relationships, and how to turn personal hardship into purpose-driven work.

You can find show notes and more information by clicking here: https://tinyurl.com/3c5acpwr

  continue reading

219 episod

Artwork
iconKongsi
 
Manage episode 449065003 series 2795396
Kandungan disediakan oleh Caleb Brown. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Caleb Brown atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early career, including internships with major firms and how she advanced despite feeling underqualified.

Listen in as Kaitlyn reflects on her decision to start her own financial firm, as well as the challenges of building a client base from scratch. You'll learn valuable lessons about perseverance, client relationships, and how to turn personal hardship into purpose-driven work.

You can find show notes and more information by clicking here: https://tinyurl.com/3c5acpwr

  continue reading

219 episod

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