Ep #240: First Job in Financial Planning and First Hire with Sage Vincent and Jeremy Portnoff

Jeremy Portnoff is the Founder at PortSalus Wealth Management and Sage Vincent is a Client Services Associate, and they join the show today to share how their career journey’s brought them to working together at PortSalus. If you're interested in forging your own path in financial planning, finding the right mentorship, or learning how to thrive in a growing firm, this episode is for you!

Listen in as Sage and Jeremy share how their distinct paths led them to financial planning - Jeremy through a traditional degree that lacked mentorship, prompting him to start his own fee-only firm, and Sage from a background in social work that eventually brought her to the CFP program. They discuss how Jeremy developed as a manager and leader, and how Sage has quickly added value and grown within the firm. Stay tuned for insights on growth, collaboration, and building a fulfilling career in financial planning.

You can find show notes and more information by clicking here: https://bit.ly/411Ufak