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Ep #222: Tips and Lessons Learned After 44 Years as a Financial Planner with Larry Ginsburg
- 2025/03/21
- 再生時間： 30 分
- ポッドキャスト
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サマリー
あらすじ・解説
Larry Ginsburg is a financial advisor at Wealth Enhancement Group—and was also my internship supervisor when I was pursuing my CFP education. He joins the show today to share his journey from being a career-changer in the early 80s to building his own business, and ultimately selling his firm to a large aggregator. If you're interested in career transitions, building and scaling a financial planning firm, or navigating succession planning, this episode is for you!
Listen in as Larry shares his journey, including how he grew his business, the mistakes he made along the way, and why he opted for an external succession plan. You'll also hear why he took a chance on me as an intern, some funny stories from our time working together, and valuable tips for firms hiring interns, as well as interns looking for the right fit.
You can find show notes and more information by clicking here: https://bit.ly/3FgKwVC