New Planner Podcast

Tamsie Black, Annie Gray, and Marianne Alamos are recent graduates who have stepped into their first full-time financial planning roles at Wealthway Financial Advisors, and they join the show today to share their journeys into the profession. If you're interested in navigating the transition from student to professional, building confidence early, and preparing for the CFP exam, this episode is for you!

Listen in as Tamsie, Annie, and Marianne talk about how each of them discovered financial planning, why they chose it as a career, what excites them most about the profession, and what drew them to Wealthway. You'll hear about gaining early exposure to client meetings and building confidence, CFP study processes and exam goals, and managing the shift from college to full-time work. They also offer practical advice for new planners just starting in the profession.

You can find show notes and more information by clicking here: https://bit.ly/4aDpAEd

Brennon Holleb is a Financial Planning and Wealth Management student at Virginia Tech, and he joins the show today to share why he chose to pursue a career in financial planning. If you're interested in how to intentionally prepare for a financial planning career from the very beginning, or what top students are doing to stand out in today's competitive hiring landscape, this episode is for you!

Listen in as Brennon shares how his grandparents introduced him to saving, investing, and the stock market—even arranging a meeting with their financial advisor when he was just 13. You'll learn why he chose to pursue the Virginia Tech financial planning program, the intentional steps he's taking to become a strong entry-level candidate, what he hopes to find in a full-time role after graduation, and his advice for other aspiring planners.

You can find show notes and more information by clicking here: https://bit.ly/3Mt0Pm9

Matt Higbie is the Managing Director of Birchwood Capital, and he joins the show today to talk about his transition from investment banking to financial planning. If you're interested in what it takes to pivot into financial planning from a high-demand field, navigate a major pay cut, or build your skills in a fully virtual advisory model, this episode is for you!

Listen in as Matt shares how he began his career in investment banking before realizing he wanted a more client-centered path, ultimately leveraging his network to secure his first financial planning role—even while taking a significant pay cut to make the transition. You'll hear what his early responsibilities looked like, how he learned the business, and the benefits and drawbacks of developing as an advisor entirely in a virtual environment. Matt also opens up about the challenges he's faced over the past year and how he's preparing himself for continued growth and long-term success.

You can find show notes and more information by clicking here: https://bit.ly/4rCnAmQ