Ep #164: How to Get Your Foot in the Door with Daniel Yerger
New Planner Podcast
English - January 12, 2024 12:00 - 28 minutes - 38.9 MB - ★★★★★ - 23 ratingsManagement Business Education How To financialplannercareers financialplanners financialplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Daniel Yerger is the Founder and President of My Wealth Planners based out of Longmont, CO. He joins the show today to discuss his journey to becoming a financial planner, including how he transitioned from active military service, became aware of the profession, and secured his first position in financial planning. If you want to know what it is like to start in the dually registered RIA channel and transition to the fee-only RIA model, this episode is for you!
Listen in as Daniel discusses his insights on the necessity of an MBA for new planners, the criteria he used to choose his first employer, and his experiences with the dually registered RIA model (both advantages and drawbacks). He also talks about how he successfully built a client base during challenging initial years, the evolution of his service model and pricing strategy, and the process of transitioning clients to his newly established independent firm.
You can find show notes and more information by clicking here: https://bit.ly/3TRyO9m