A Planner’s Path to Management and Ownership-A Planner’s Path to Management and Ownership

Video Transcription

Video Summary

In this webinar, hosted by NAPFA Genesis and sponsored by LLIS, a panel of NAPFA members discusses their paths to becoming owners and partners in their respective firms. The panelists include Carla McEvoy, current NAPFA chair; Jessica Smith, president of Longview Financial Advisors; Jacob Keebler, senior advisor at Bluestem; and Eric Heyman, CEO of Austin Asset and co-author of "Success to Succession." Each panelist shares their background and career journey, highlighting the different paths they took to become owners in their firms. They discuss the importance of finding the right fit in terms of values, vision, and mentorship. They also emphasize the importance of asking tough questions and being clear about your own goals and values when considering joining a firm or pursuing ownership. The panelists share their insights on the challenges and rewards of being an owner, such as the gratification of running a business and the need for continuous learning and adaptability. They also stress the value of building a network and seeking mentorship outside of the firm to gain different perspectives and knowledge. Overall, the panel provides valuable advice and perspectives for those considering ownership or partnership in the financial planning industry.

Keywords

webinar

NAPFA Genesis

panel

owners

career journey

values

mentorship

goals

financial planning industry