Ep #258: Transitioning from a Small Firm to a Large Firm with Charlotte Morgan
New Planner Podcast · Caleb Brown
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Show Notes
Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigating early career uncertainty, taking a break and re-entering the profession with confidence, or understanding what it's like to experience an acquisition from the inside, this episode is for you!
Listen in as Charlotte shares how she began college planning for a career in accounting or finance, but ultimately discovered financial planning through a family friend. You'll hear how she stepped away after a few years (and later returned by joining her second firm), what it was like when her firm was acquired by a large RIA aggregator, and more.
You can find show notes and more information by clicking here: https://bit.ly/4iC3UMD