Ep #104: From Pro Golfer to Financial Planner with James White

Published: Oct. 21, 2022, 11 a.m.

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James White is a Wealth Advisor with Weaver Capital Management based out of Atlanta, GA, and he joins the show today to discuss how he went from a dream of becoming a pro golfer to pursuing a career in financial planning. If you are in a large firm and seeking a more expanded role in a smaller firm, this is an episode for you!

Listen in as James shares how a middle school assignment first sparked his interest in financial markets, how investing and investment management was a passion for him even while he was playing golf full-time, and how he was able to get hired at a financial firm without any prior experience. We also discuss why he left his first firm to join a smaller organization, what he now spends most of his time doing, and how anyone can succeed in the financial planning profession\\u2014even without bringing in clients.

You can find show notes and more information by clicking here: https://bit.ly/3rQ6Dbs

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