Ep #157: Starting as a Financial Planner Out of College with Ryan Huey and Franklin Matute

New Planner Podcast

Caleb Brown द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Caleb Brown या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

10M ago 43:55

MP3•एपिसोड होम

Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won’t want to miss!

Listen in as Ryan and Franklin recount their journey through the financial planning landscape, from directly after college to when their paths converged at Roserock five years ago. Ryan details his 18-year tenure at a firm where a personal connection blossomed into a fulfilling career, his reasons for departing to establish his own firm, and why Franklin was his top choice for the venture. Franklin opens up about his transitions from a mid-size to a large RIA before taking the leap to join Ryan, his methods for building client confidence, and his rationale for moving to a startup environment.

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

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