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All Hands on Deck: Show Up to Help, No Matter What Your Role
You're a Financial Planner, Now What?
English - May 25, 2021 09:00 - 42.5 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: When is Enough... Enough?
Next Episode: The Next Generation within a Firm
Every new planner wants to move up quickly through the ranks, but it can be hard to do so when they don’t get the attention or experience they need. Matt Granksi, CFA®, is an example of what’s possible, though, rising from analyst to President at Miracle Mile Advisors before his 28th birthday.
Up next, Matt tells Hannah Moore, CFP®, how he got noticed and how his approach to his career helped him solve problems for his clients and team. Find out what it took for Matt to grow his firm to a multi-billion dollar business by focusing on premium client service, innovative systems, and empowering NextGen talent.