Ep #176: Working in Multiple Channels Before Finding the Right Fit with Colton Strawn

New Planner Podcast

المحتوى المقدم من Caleb Brown. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Caleb Brown أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

6M ago 21:10

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Colton Strawn is a financial advisor with Copperleaf Capital based out of Raleigh, NC. He joins the show today to share how he entered the financial planning profession and ultimately found the right fit for him. If you are starting to think you're in the wrong channel, this episode is for you!

Listen in as Colton narrates his journey, from pivotal internships and positions at insurance and asset management firms to building his own book under an independent RIA. You'll hear about the challenges he faced along the way, strategies for client acquisition, and advice for new planners who are trying to navigate the industry.

You can find show notes and more information by clicking here: https://bit.ly/49n1gnx

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