transitioningcareers

Kyle Jahnke is a financial advisor at the RWS Group based out of Saginaw, MI, and he joins the show today to discuss his transition into the financial planning profession after four years in a corporate finance role. If you’re a career changer or in the process of preparing for the Series 7 exam, this is an episode you won’t want to miss!

Listen in as Kyle delves into his journey from a corporate finance role at a prominent Fortune 500 company to his current position as an advisor. He unpacks the steps he took to pass the Series 7 exam, from the materials he invested in to his dedicated study strategy. You'll hear the challenges he faced, the questions that predominated the exam, and invaluable advice for future test-takers.

You can find show notes and more information by clicking here: bit.ly/3YKx7e2

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the business.

For full show notes, see kitces.com and thesocietyofadvice.com.

Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.

EPISODE SPONSOR: 

• Bank on Yourself - Become Your Own Source of Financing

CONNECT WITH  BRIAN:

• LinkedIn: https://www.linkedin.com/in/brian-c-adams/
• Excelsior Capital: https://www.excelsiorgp.com/

KEY TAKEAWAYS:

• Thoughts of a Recovering Attorney
• Seek Out Guidance & Listen to Industry Veterans
• Everything is Always for Sale
• Not Enough Supply
• Anyone Can Raise Money
• Less Ego, More Empathy

EPISODE AFFILIATES:

• DealCheck - Best REI Calculator on the Planet
• PropStream - Big Data for Market Research

LINKS MENTIONED IN THIS EPISODE:

• Join My Book Launch Team: w2capitalist.com/joinmyteam
• W2 Capitalist Community

In this episode Colleen shares a little bit about her experience transitioning through different "gigs" that she has worked in the past and how she has used her time strategically to build her business. You can use these same strategies as you either transition into another career, consider starting your own business, or side hustle.

If you want to earn money as an affiliate of an amazing digital platform and make 20% OR 40% of a $1397 sale, click here for more details: Make money as an Online Affiliate (not an MLM)

Colleen Kavanaugh, Your Gig Girl, is a Personal Development Speaker/Trainer & Transition Strategist.

Colleen has learned how to cultivate her "voice of influence" on stage as Sports Host for ESPN Wide World of Sports, Game Show Host for Nickelodeon Suites, & Assistant Cruise Director, and Emcee of a variety of events. 

She has a passion for education, teaching/training, especially in the topics of mindset & commanding an audience and she enjoys helping others realize their greatest potential!

Contact Colleen if you need a Speaker for your VIRTUAL or LIVE event. Her signature presentation "Your Voice of Influence" can help your attendees discover and use their voice to the fullest to be heard online and offline. 

Colleen is the founder of the "Cultivate Your Success" personal & professional development conference series.

To receive your free gift,

the "Success Oriented Mindset Checklist",

go to www.CultivateYourSuccess.com 

If you enjoyed this episode and others, please consider contributing to: Colleen's Cultivate Your Success Patreon Membership