Ep #256: Working Your Way Up to a Lead Planner Position with Vincent Clark

Vincent Clark is a Senior Wealth Advisor at Elwood & Goetz Wealth Advisory Group, and he joins the show today to share how his career trajectory brought him from an information systems major to financial planning. If you're interested in redefining your career path, moving from technical roles into client-facing planning, or learning what it takes to evolve into a mentor for newer planners, this episode is for you!

Listen in as Vincent shares how he first chose his career path based on income potential—but soon discovered a deeper purpose after helping a star athlete's family member navigate complex financial decisions. You'll hear how he started his career at a large firm, later pursuing a client-facing position, and ultimately found the right fit at his current firm. Vincent also reflects on his transition into a leadership role, where he now mentors younger planners and helps guide the next generation of professionals.

You can find show notes and more information by clicking here: https://bit.ly/3LIED6P