Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore

New Planner Podcast

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10M ago 32:21

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Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day—without having taken any financial planning classes.

Listen in as Grace talks about what it was like to join a two-person RIA firm, as well as how she overcame the challenges she faced along the way. You'll learn how she grew in her role and developed into a solid associate financial planner during her tenure there, why she left to join a larger RIA firm, and how she navigated some of the hurdles with joining a larger organization.

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

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