Ep #247: Pivoting to Financial Planning Buying a Firm and Merging with Another Firm with Caroline Piehl

Caroline Piehl is a partner at TimeWise Financial, and she joins the show today to share her non-traditional path to financial planning. If you're interested in navigating career pivots, building a family-founded firm into your own, or learning what it takes to merge and grow a business, this episode is for you!

Listen in as Caroline shares how she went from pursuing her dream job at Nike in brand management to realizing it wasn’t the long-term path she wanted. She explains how she pivoted to join her father’s financial planning firm, starting from the ground up before becoming an advisor, then a partner—and eventually buying the firm. Caroline also opens up about merging her firm shortly after, as well as the challenges she’s faced along the way.

You can find show notes and more information by clicking here: https://bit.ly/46syJ1D