Feb 14 2025 40 mins 3
My guests today are Edward Smith, President of Valor Wealth Partners, and Zubin Kapur, a financial planner at the firm. They join the show to share their financial planning career journeys, including both of their perspectives on the hiring process for Zubin. If you're interested in learning how to navigate career transitions, grow a financial planning firm, or stand out as a strong job candidate, this episode is for you!
Listen in to hear about Ed’s experience working in various financial channels before starting his own RIA after 13 years at a credit union, as well as Zubin's transition from the Merchant Marines to corporate America before joining a small RIA to make a greater impact. You'll learn how Ed grew his firm, valuable tips on career transitions and becoming a stronger job candidate, and more.
You can find show notes and more information by clicking here: https://bit.ly/4aMHeVL
