Ep #249: 3 Years Into a Career as a Financial Planner with Valerie Carpenter and Bryan Lee

Today I'm joined by two guests from Strategic Financial Planning: Bryan Lee, the firm's founder, and Valerie Carpenter, a financial planner on the team. They share their career journeys and key insights for anyone interested in launching and scaling a firm, growing as a new planner with the right mentorship, or picking up practical tips for entrepreneurial success.

Listen in to hear how Bryan launched his own firm at just 27, grew it strategically, and focused on hiring and developing new planners. Valerie reflects on what inspired her to pursue the financial planning program, how she connected with Bryan, and why their professional partnership has been such a strong fit. You'll learn how Valerie has grown her confidence, Bryan's perspective on sustaining and scaling a firm, and the lessons they both learned along the way.

You can find show notes and more information by clicking here: https://bit.ly/3K9sozB