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Ep #184: 4 Years into a Financial Planner Career with Joey Casolaro
Manage episode 423549704 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.
Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!
Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ
197 episodes
Share
Manage episode 423549704 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.
Joey Casolaro is an Associate Wealth Advisor at Highland Financial Advisors based out of Wayne, NJ. He stops by the show today to discuss his entry into the financial planning profession and his career path so far. If you're considering a switch to financial planning or looking to refine your career strategy, this episode is for you!
Listen in as Joey shares why he started as a pre-med major but switched to financial planning, took an unpaid internship, and focused his job search on fee-only RIA firms. He discusses his strategy of cold calling firm owners for interviews and the follow-up process, as well as how he connected with his current firm, the interview process, and why he accepted their offer. You'll hear the most fun and challenging aspects of his role and his tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/4c8KfiJ
197 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.
…
continue reading
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
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
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…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
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
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
…
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 ...
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…
continue reading
You spend a quarter of your life at work. You should enjoy it! Organizational psychologist Adam Grant takes you inside the minds of some of the world’s most unusual professionals to discover the keys to a better work life. From learning how to love your rivals to harnessing the power of frustration, one thing’s for sure: You’ll never see your job the same way again. Produced in partnership with Transmitter Media.
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