Ep #178: Starting at The Bottom and Working Your Way Up with Jeff Bramlett

New Planner Podcast

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6M ago 25:13

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Jeff Bramlett is a paraplanner with BDL Advisors based out of Atlanta, GA. He joins the show today to share his journey into financial planning, starting from a pivotal moment in college that led him to switch majors after a chance encounter with a fellow student. If you are looking to learn the business from the ground up, then this is an episode for you!

Listen in as Jeff dives into his academic achievements—balancing a near-perfect GPA with part-time work and volunteering—and his advice for those entering the field. You'll hear about his challenging path to securing a role at a hybrid RIA amidst the COVID-19 job market, the most fulfilling part of his career, and more.

You can find show notes and more information by clicking here: https://bit.ly/4aNCVIK

214 epizódok

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