Ep #74: Employee to Entrepreneur with Maria King
New Planner Podcast · Caleb Brown
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Show Notes
Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry.
Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her own. You'll hear about how she has navigated the inevitable ups and downs of entrepreneurship, the common characteristics that the most successful firm owners have, what sets job seekers apart in the industry, and what skills are crucial to having a successful financial planning career.
You can find show notes and more information by clicking here: https://bit.ly/3sX0kEn