Ep #283: College Student to Partner in 3 Years with Hanna Molta

What if your first job in financial planning didn't just lead to experience but to a partnership in under three years? In this episode, Hanna Molta, Partner at Seven Hills Financial, shares her unusual and fast-tracked journey into the financial planning profession, starting with zero financial literacy and a chance conversation at a restaurant. Listen in as Hanna walks through how mentorship, initiative, and a willingness to start with administrative work helped her move from student to advisor to partner in a remarkably short time. You'll learn how she built trust early, transitioned from apprenticeship to client-facing work, and developed her own book of business while still being supported by a collaborative firm. You can find show notes and more information by clicking here: https://tinyurl.com/436yrypc

Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson
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Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson

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Ep #279: Building a Book Straight from a CFP Program with Evan Fears

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'Listen Like You Might Be Wrong': Harvard Student Goes Viral For Stunning Speech On Trump Amid Feud

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Ep #276: Leveraging Hospitality Industry Skills to Develop as a New Planner with Cassidy Vines

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2027 S.C. Teacher of the Year: Dr. Palladino

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Barack and Michelle Obama in Their Most Personal Interview Yet: "We Are Each Other's Counterbalance"

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Ep #280: Lifelong Educator and Financial Planner with Gary Clement

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Ep #281: From Academia to Starting Own Firm with Andy Baxley

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Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Tu...

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Episode 34: Yolanda Parker: Helping Teachers Develop a Relationship with Mathematics