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Ep #158: Becoming the Financial Planning Team Lead at 24 with Hayley Swaim
Manage episode 385553132 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.
Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you!
Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial planning student organization, landing a part-time role at her current firm during college, and her rapid ascent to a team lead position just two years post-graduation.
You can find show notes and more information by clicking here: https://bit.ly/3ujOxmZ
204 episodes
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Manage episode 385553132 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.
Hayley Swaim is a Planning Team Lead—a role she snagged at just 24 years old—based out of Austin, TX. She stops by the show today to discuss her path into the financial planning profession. If you are looking for ideas on how to fast-track your career, this is an episode for you!
Listen in as Hayley shares her early determination to become a financial planner, leading her to complete two internships before even starting college. She also dives into her journey of initiating a financial planning student organization, landing a part-time role at her current firm during college, and her rapid ascent to a team lead position just two years post-graduation.
You can find show notes and more information by clicking here: https://bit.ly/3ujOxmZ
204 episodes
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Similar to New Planner Podcast
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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continue reading
This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
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Evan Davis hosts the business conversation show with insights from the people at the top.
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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 ...
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