Ep #85: Carving Your Own Path Outside of a Family Business with Dan Weiss
New Planner Podcast · Caleb Brown
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Show Notes
Dan Weiss is an Associate Wealth Manager with PrairieView Partners in Minneapolis, MN. He joins the show today to share his path into financial planning and how he was exposed to it early on through his father's firm. He also discusses why he didn't join his father's firm when he started his career, instead moving halfway across the country to join a fee-only RIA in the Midwest.
Listen in to hear how he found his job, why he knew it was a good fit, and some insights into the interview process. You'll learn how he prepped for the Enrolled Agent and CFP exams, as well as what questions you should ask a firm to help determine if it is a good fit. If you are seeking to carve your own career path in financial planning, then this episode is for you!
You can find show notes and more information by clicking here: https://bit.ly/3Mmk6jc