Ep #96: Finding the Right Channel and Firm Structure with Melissa Barron and Jordan Slingo
New Planner Podcast · Caleb Brown
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Show Notes
Melissa Barron and Jordan Slingo are both Senior Wealth Advisors with Elwood & Goetz Wealth Advisory Group in Athens, GA. They join the show today to discuss their individual journeys in the financial planning industry, including what it was like entering the profession when entry-level jobs were hard to come by.
Listen in as Melissa and Jordan share how they got started in the industry, as well as how they managed to get their foot in the door. We also discuss the compelling nature of the financial planning industry and how two people with different backgrounds, interests, and skill sets can find their way to the same firm and successfully operate in similar roles.
You can find show notes and more information by clicking here: https://bit.ly/3c4nVxf