Ep #203: Tucking in a Book of Business Under a Larger RIA with Kaitlyn Laney
New Planner Podcast · Caleb Brown
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Show Notes
What motivates someone to change their career path after a life-altering event? In this episode, Kaitlyn Laney, Lead Financial Advisor at Trek Wealth Solutions, shares her journey from studying civil engineering to transitioning into financial planning after a personal family tragedy. Kaitlyn talks about her early career, including internships with major firms and how she advanced despite feeling underqualified.
Listen in as Kaitlyn reflects on her decision to start her own financial firm, as well as the challenges of building a client base from scratch. You'll learn valuable lessons about perseverance, client relationships, and how to turn personal hardship into purpose-driven work.
You can find show notes and more information by clicking here: https://tinyurl.com/3c5acpwr