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All Hands on Deck: Show Up to Help, No Matter What Your Role

0s · You're a Financial Planner, Now What? · 25 May 09:00

Every new planner wants to move up quickly through the ranks, but it can be hard to do so when they don’t get the attention or experience they need. Matt Granksi, CFA®, is an example of what’s possible, though, rising from analyst to President at Miracle Mile Advisors before his 28th birthday.

Up next, Matt tells Hannah Moore, CFP®, how he got noticed and how his approach to his career helped him solve problems for his clients and team. Find out what it took for Matt to grow his firm to a multi-billion dollar business by focusing on premium client service, innovative systems, and empowering NextGen talent.

The episode All Hands on Deck: Show Up to Help, No Matter What Your Role from the podcast You're a Financial Planner, Now What? has a duration of 0:00. It was first published 25 May 09:00. The cover art and the content belong to their respective owners.

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