Ep #219: Working Your Way Up to President of a $550MM AUM RIA at Age 34 with Conner Kolodge

New Planner Podcast

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Conner Kolodge is the President of Cherry Tree Wealth Management, and he joins the show today to share his career journey to help more people and have a bigger impact. If you're interested in transitioning from accounting to financial planning, advancing quickly in your career, or understanding the balance between financial planning and investment management, this episode is for you!

Listen in as Conner shares how his career path took him from finance to accounting, and a job at a Big Four firm, before he realized he wanted to make a greater impact by helping people directly. He also discusses his transition to an RIA, how he got his foot in the door, and how he developed his financial planning expertise before moving to a new firm where he balanced financial planning and investment management. You'll hear how he quickly climbed the ranks, his tips for newer planners, and why he chose to run a firm rather than start his own.

You can find show notes and more information by clicking here: https://bit.ly/4gEZ924

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