Ep #272: Building a Practice Working with School District Employees with Landon Warmund
New Planner Podcast · Caleb Brown
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Show Notes
How do you build confidence and a successful advisory business when you're just starting in financial planning? In this episode, financial planner Landon Warmund shares his journey into the profession, from growing up with a father who was a financial planner to developing his own path in the industry. You'll learn how an early curiosity about money, a chance discovery of a CFP program in college, and a willingness to put in the reps helped Landon begin building his own client base shortly after graduation.
Listen in to hear how he found traction by focusing on a niche serving teachers, nonprofit employees, and clients navigating specific retirement plans, as well as the challenges he faced during his first few years in the business. Landon also opens up about how long it took to feel confident in client conversations, why professional communities played such a pivotal role in his growth, and why helping clients achieve loan forgiveness has become one of the most rewarding parts of his work.
You can find show notes and more information by clicking here: https://tinyurl.com/2mb7vp72