Ep #239: Thriving in a Hybrid Role with Matthew Gray

Matthew Gray is a Certified Financial Planner at Schrock Financial, and he joins the show today to share how he got started in financial planning and ultimately found the right fit. If you're interested in breaking into financial planning, navigating early career decisions, or learning how to approach compensation conversations with confidence, this episode is for you!

Listen in as Matthew talks about how a math professor introduced him to financial planning and what sparked his passion for the profession. He opens up about the challenges of finding his first opportunity, how earning key licenses helped him get started, and why he ultimately left a firm he once thought he'd stay with long term. Matthew also offers insights on client transitions and advice for new planners.

You can find show notes and more information by clicking here: https://bit.ly/4kAPefT