Mallory Kretman is a partner and wealth manager for Laurel Wealth Planning, where Felix Kopycinski serves as an associate wealth manager, and they both join the show today to share their respective career journeys. If you're interested in learning how to grow into leadership roles, navigate the early stages of your career, or better understand the hiring process from both the employer and candidate perspectives, this episode is for you!

Listen in as Mallory and Felix share their unique journeys into financial planning, including Mallory’s path from an art degree to becoming a partner at her firm and Felix’s early inspiration for the profession rooted in his upbringing. You'll hear about the hurdles of hiring and how Mallory eventually found the right fit, as well as Felix's experience starting his career at Laurel and the challenges he's navigating as a new planner. Don't miss their key insights on the hiring process, what makes a successful match, and more.

You can find show notes and more information by clicking here: https://bit.ly/4j7PClG

What if you could gain real-world experience, learn from top industry experts, and watch a financial plan come together in real time? Today’s guest, Hannah Moore, is here to share a unique opportunity that can help you do just that. The creator of The Amplified Planning Externship, Hannah joins the show to discuss why she started it, how it works, and the valuable experience it offers aspiring financial planners.

Listen in to hear what’s new for the 2025 Externship, as well as exciting updates from the previous year. You'll learn how you can sign up for the Externship and take the next step in building your career. If you're interested in gaining real-world financial planning experience, learning from industry experts, and developing the skills needed to succeed as a planner, this episode is for you!

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

Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value to clients through tax expertise, this episode is for you!

Listen in as Steven shares his career journey from working at a Big Four firm to leaving just before making partner to start his own tax firm, specializing in helping financial advisors serve their clients more effectively. You'll learn where most advisory firms fall short when it comes to tax planning, strategies to strengthen your expertise in this area, and more.

You can find show notes and more information by clicking here: https://tinyurl.com/3hzmp5a5