Ep #172: Finding A Fit As A Paraplanner With Joey Covolo New Planner podcast

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Konten disediakan oleh Caleb Brown. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Caleb Brown atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

7M ago 25:47

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Konten disediakan oleh Caleb Brown. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Caleb Brown atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

… continue reading

214 episode

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

Artwork

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

New Planner Podcast

published 7M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Caleb Brown. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Caleb Brown atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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

… continue reading

214 episode

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

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