New Planner Podcast

Chloé Moore is the founder of Financial Staples, where she focuses on making financial planning and guidance accessible to the busy young professional. She has been speaking at Caleb's financial classes for several years now, and with over 15 years of experience in the financial services industry, she really knows her stuff. Today she joins the show to share her journey into the career path she has carved out for herself, including her college experience and the initial interview process for securing her first position. Listen in as Chloé gives career seekers and entrepreneurs advice on starting out in the industry and opens up about what she would have done differently in her first job search. You will learn the obstacles she faced as a young woman of color and the negative experience that pushed her to publish a piece about racism in the office. If you feel like you are stuck in your career and need a boost, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/33WlLba

Welcome to the New Planner Podcast, where it's all about helping you successfully enter the financial planning profession and accelerate your financial planning career. Each week, your host Caleb Brown will explore the human side of creating a successful planning career through interviews, personal experience, and insights from the trenches to help you become familiar with the various career paths available to you and avoid the mistakes that limit your success. In this opening episode, Yusuf Abugideiri and Bryan Hasling join the show to discuss all the ins and outs of ownership within a firm, as well as why partnership is not a get-rich-quick scheme but a long-term game. Listen in to learn the sacrifices that are required when becoming a business owner, the importance of trust between you and your business partner, and more. You can find show notes and more information by clicking here: https://bit.ly/35RgMLc