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Ep #132: Transitioning from Big Tech to Financial Planning with Ariana Alisjahbana
Manage episode 363139869 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://player.fm/legal.
Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this is an episode for you!
Tune in to hear Ariana share the pivotal moment when she decided to pursue financial planning full-time, why big tech wasn't fulfilling for her, and how she approached her transition by conducting a series of small experiments. We also discuss how she passed the CFP exam, how she narrowed down the type of financial planning firm she wanted to work for, and how she found career opportunities within the industry.
You can find show notes and more information by clicking here: https://bit.ly/3VxHTCU
189 episodes
Share
Manage episode 363139869 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://player.fm/legal.
Ariana Alisjahbana is an Associate Advisor at North Berkeley Wealth Management, and she stops by the show today to share her story of transitioning to financial planning after five years in marketing roles in big tech companies. If you are in a big tech firm and seeking to make a change to financial planning, then this is an episode for you!
Tune in to hear Ariana share the pivotal moment when she decided to pursue financial planning full-time, why big tech wasn't fulfilling for her, and how she approached her transition by conducting a series of small experiments. We also discuss how she passed the CFP exam, how she narrowed down the type of financial planning firm she wanted to work for, and how she found career opportunities within the industry.
You can find show notes and more information by clicking here: https://bit.ly/3VxHTCU
189 episodes
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Similar to New Planner Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Tired of management theory? Want to learn specific skills to help improve your management performance? Then Manager Tools is the podcast for you! Manager Tools is a weekly business podcast focused on helping professionals become more effective managers and leaders. Each week, we discuss specific actions for professionals to take to achieve their desired management and career objectives. Manager Tools won Best Business Podcast Award in 2006, 2007, 2008, and 2012 as well as the People's Choice ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Entrepreneurship and business techniques and tips you won't learn in business school.
…
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Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
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Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
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