Ep #159: Intrapreneurship versus Entrepreneurship with Dave Ragan

New Planner Podcast

コンテンツは Caleb Brown によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Caleb Brown またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

11M ago 25:41

MP3•エピソードのホーム

Dave Ragan is a Financial Planner and Partner at Grunden Financial Advisory based out of Denton, TX. He stops by the show today to discuss his path into the financial planning profession, after initially pursuing a photojournalism career. If you're skeptical about the possibility of someone remaining with their first post-college firm throughout their career, this episode will provide you with a fresh perspective!

Listen in as Dave dives into his 20-year journey with the same firm, discussing the steps he took to secure his first interview, the evolution of his role over the years, and why the firm's culture and structure led him to choose intrapreneurship over starting his own practice. You'll hear how Dave achieved ownership in just eight years, what the firm's growth trajectory has been, and insights for new planners entering the field.

You can find show notes and more information by clicking here: https://bit.ly/3NbSG2P

214 つのエピソード