Ep #172: Finding a Fit as a Paraplanner with Joey Covolo

New Planner Podcast

תוכן מסופק על ידי Caleb Brown. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Caleb Brown או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

6M ago 25:47

MP3•בית הפרקים

Joey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to business and used a personal connection to leverage an internship that ultimately set him on the path to becoming a planner.

Listen in as Joey opens up about how being raised by a dedicated single mom, who made numerous sacrifices, inspired his unique path. He also talks about the pursuit of his CFP certification, explains his strategic move to a smaller RIA, and offers valuable advice for new planners entering the field.

You can find show notes and more information by clicking here: https://bit.ly/3V9c05I

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#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner