Player FM ऐप के साथ ऑफ़लाइन जाएं!
Ep #188: Joining and Integrating Into a Sole Proprietorship as a New College Graduate with Donald Capone and John Kvale
Manage episode 428512594 series 2795396
Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you!
Listen in as Donald talks about how financial planning wasn’t initially on his radar, his start as an accounting major due to his affinity for math and numbers, and how he connected with John, convincing him to hire him as an intern. John shares his journey from the insurance channel to the broker-dealer channel, and ultimately to the fee-only RIA channel, detailing how he grew the business, why he hired Donald, and how he integrated him into client meetings and positioned him for success. Don't miss hearing how they handle disagreements, their take on whether to pursue the CFP or CFA, and their tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/4bMletj
208 एपिसोडस
Manage episode 428512594 series 2795396
Donald Capone and John Kvale are with JK Financial based out of Dallas, TX. They join the show today to share how they got started in the financial planning profession, became partners, and have worked together successfully for the last 22 years. If you're interested in building a lasting partnership in financial planning or understanding the dynamics of a successful long-term business relationship, this is an episode for you!
Listen in as Donald talks about how financial planning wasn’t initially on his radar, his start as an accounting major due to his affinity for math and numbers, and how he connected with John, convincing him to hire him as an intern. John shares his journey from the insurance channel to the broker-dealer channel, and ultimately to the fee-only RIA channel, detailing how he grew the business, why he hired Donald, and how he integrated him into client meetings and positioned him for success. Don't miss hearing how they handle disagreements, their take on whether to pursue the CFP or CFA, and their tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/4bMletj
208 एपिसोडस
सभी एपिसोड
×प्लेयर एफएम में आपका स्वागत है!
प्लेयर एफएम वेब को स्कैन कर रहा है उच्च गुणवत्ता वाले पॉडकास्ट आप के आनंद लेंने के लिए अभी। यह सबसे अच्छा पॉडकास्ट एप्प है और यह Android, iPhone और वेब पर काम करता है। उपकरणों में सदस्यता को सिंक करने के लिए साइनअप करें।