• Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss

  • May 9 2025
  • Duración: 30 m
  • Podcast

Ep #228: Leaving Partnership in an Established RIA to Join a Fintech Startup RIA with Brent Weiss

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  • Resumen

  • Brent Weiss is the Co-Founder and Head of Financial Wellness at Facet, and he joins the show today to share how his career journey took him from student athlete at Notre Dame to financial planner. If you're interested in discovering how to break into financial planning, navigate startup environments, or grow your role in a fast-changing firm, this episode is for you!

    Listen in as Brent shares how a canceled personal finance course during his final semester led him to independently research financial planning and ultimately pursue it as a career. He explains how he landed his first position in the field, why he made the leap to join a startup, and how his role has evolved since then. You'll also hear the lessons he's learned from his journey so far, insights on career development, and more.

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

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