Episode 23 Dennis Moore

Published: Oct. 21, 2016, 2:15 a.m.

b'So often when I hear people talk about financial planning careers, they assume you want to be a lead advisor. Today we have Dennis Moore, who shares his career progression and how he transitioned from a financial planner track to an operations track within his firm.\\nDennis also shares great insights on how to approach firm owners\\xa0pragmatically, like he did to open a separate financial planning arm five hours away so he could pursue his MBA.\\nThere is nothing more valuable to a firm than someone who is wired to be an operations manager or support role be in that position.\\n\\xa0\\nThere\\u2019s a lot that goes on behind the scenes. I think coming out of college and for my first few years in the profession, you really don\\u2019t see just all the moving pieces and what all goes into doing this.\\n\\xa0\\nQuest Capital Management \\nPersonal Financial Planning \\u2013 Texas Tech\\nFPA\\xae\\nAnnual FPA\\xae Conference\\nBob Vere\\u2019s Insider\\u2019s Forum'