Travis Hibbard is a financial advisor at Fiduciary Financial Advisors, and he joins the show to share his transition from engineer to financial advisor after 18 years in a large manufacturing company. If you're interested in making a mid-career transition, leveraging financial independence to create flexibility, or understanding the real-world decisions involved in starting a firm, this episode is for you.

Listen in as Travis shares how guidance from his mother, a financial planner, set him on a path toward financial independence and made his transition into the profession smoother. He also walks through the key decisions involved in launching his own firm—including choosing the right channel and operating structure—along with the pros and cons of his setup, how he found clients, and key lessons he learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/4qh3MVv

Emily Koochel is the Manager of Financial Wellness at eMoney Advisor, and she joins the show to share how she found her way in the financial planning world. If you're interested in exploring non-linear career paths in financial planning, blending education and technology, or understanding how fintech is shaping the future of the profession, this episode is for you.

Listen in as Emily shares how she was drawn to financial planning for its blend of numbers and people, and how a mentor encouraged her to pursue a master's degree before starting her career at a small firm. She also talks about becoming increasingly interested in the relational side of the profession, which led her to earn another degree and spend time teaching in a CFP program. You'll hear about her current role in fintech, where she helps firms scale through technology, and her thoughts on where fintech is headed next.

You can find show notes and more information by clicking here: https://bit.ly/45d8laU

Andrew Sivertsen is a shareholder and Senior Financial Planner at The Planning Center, Inc., and he joins the show today to share how he found financial planning through one of his siblings and has never looked back. If you're interested in discovering financial planning through a non-traditional path, balancing work and CFP coursework, or growing into ownership and leadership within a firm, this episode is for you!

Listen in as Andrew shares how he began his career studying biology before finding his way into financial planning by following in his brother's footsteps. You'll hear how he started in a part-time role, transitioned to full-time work, and balanced going back to school while earning his CFP designation. Andrew also reflects on developing both technical and client-facing skills, becoming a shareholder, and how he now gives back by mentoring newer planners at his firm.

You can find show notes and more information by clicking here: https://bit.ly/4q5Hnu2