Brett Danko is the president of the Financial Planning Resource Center and managing partner of Main Street Financial Solutions. He joins the show today to share how his interest in financial planning has helped him build two successful companies. If you're interested in building a career in financial planning, passing the CFP exam, or learning tips from an experienced educator, this episode is for you!

Listen in as Brett shares what sparked his interest in financial planning, how he entered the profession and started his own firm, and what led him to begin teaching CFP review classes. You'll hear about his unique teaching style, course offerings, and philosophies for helping students pass the CFP exam. We also talk about why people fail the CFP exam, how the new test format differs from older legacy exams, and Brett's top study tips.

You can find show notes and more information by clicking here: https://bit.ly/4a9WFr1

Jeremy Eppley is the Founder of Silverstone Financial. He joins the show today to share his career journey, from discovering his passion for financial planning and securing an internship that led to an entry-level role after graduation to ultimately starting his own firm at age 21. If you're interested in learning how to navigate early career challenges, build a financial planning firm from scratch, or start your own business, this episode is for you!

Listen in as Jeremy recounts launching his firm just three months after entering the workforce. You'll hear about the challenges he faced, including going 11 months without a new client. Jeremy also discusses the designations he pursued, how his firm has grown, and tips he would give others considering starting their own business.

You can find show notes and more information by clicking here: https://bit.ly/3D7FvxG

Kirsten Ashbaugh is the Director of Sales at Wilkinson Wealth Management, and she joins the show today to share her career journey into financial planning. If you're interested in navigating a career change, using networking to land your first role, or building a successful path in financial planning, this episode is for you!

Listen in as Kirsten shares how her career began at an intelligence agency before a career coach steered her toward financial planning, leading her to use informational interviews to solidify her interest and secure her first role. She also discusses the hardest part of her career transition, how she worked her way up in her firm to become a CFP, and what it was like to carve out her own career path.

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