Ep #121: Transitioning from an RIA to a Financial Planning Tech Startup Company with Jordan Haines
New Planner Podcast · Caleb Brown
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Show Notes
Jordan Haines is Director of Customer Success with Elements based out of Orem, UT. He joins the show today to talk about his career journey, from first learning about financial planning to working in a financial planning technology company where he trained other planners on financial planning software. If you are interested in what other positions are available in the financial planning industry, this is an episode you won't want to miss.
Listen in as Jordan shares how he got hooked on financial planning, how he found internships and passed the CFP exam in college, and what it's like being a full-time advisor. We also discuss Jordan's various career moves, the difference between the Elements software system and traditional software, and his tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/3ROTbAW