Ep #162: Pros and Cons of Small, Mid-Sized, and Large Firms with Grace Moore
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Grace Moore is a Private Wealth Advisor in Washington D.C. She stops by the show today to discuss her journey to becoming a financial planner, including how she was able to secure an internship at a financial planning career day\\u2014without having taken any financial planning classes.
Listen in as Grace talks about what it was like to join a two-person RIA firm, as well as how she overcame the challenges she faced along the way. You\'ll learn how she grew in her role and developed into a solid associate financial planner during her tenure there, why she left to join a larger RIA firm, and how she navigated some of the hurdles with joining a larger organization.
You can find show notes and more information by clicking here:\\xa0https://bit.ly/3GQHmFO
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