Ep #106: Transitioning from a Small Firm to Large Firm with Scarlett Che
New Planner Podcast · Caleb Brown
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Show Notes
Scarlett Che is a Wealth Planning Senior Associate at Austin Asset based out of Austin, TX, and she joins the show today to talk about how she is progressing in her financial planning career. If you are trying to figure out where you would like to be on the advisory career track, this is an episode for you!
Listen in as Scarlett shares her story about immigrating from China, how she got interested in financial planning over other career choices, and how she snagged her first financial planning job. We also talk about why Scarlett eventually left her first firm, how she built her skills and confidence in a support role, and why she recently joined a new firm in a lateral move.
You can find show notes and more information by clicking here: https://bit.ly/3DEBEWE