Join us for an insightful conversation with Shane Topping, a senior at Michigan State University and an intern at Shotwell Rutter Baer (SRB). In this episode, we explore the unique experience of interning at a financial advisory firm, the lessons learned from working in a smaller team environment, and the importance of adaptability and innovation in financial services.

https://youtu.be/IqmAv4PBTdg

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• Internship Experience:
  
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  • Shane shares how he discovered the internship opportunity at SRB.
    
  • The benefits of interning at a smaller firm, such as the ability to pivot quickly and be involved in decision-making processes.
    
  
  
  
• Financial Advice for Young Professionals:
  
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  • Discussion on financial planning post-graduation.
    
  • Shane’s insights on the power of compounding and starting investments early.
    
  • Balancing investment with life goals like buying a house or further education.
    
  
  
  
• Technological Advancements in Finance:
  
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  • The advantage of smaller firms in adopting new technologies.
    
  • Shane has experience with AI and tech discussions at industry events.
    
  
  
  

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• Shane Topping:
  
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  • Background in finance and wealth management.
    
  • Plans to continue growing in the financial advisory field post-internship.
    
  
  
  

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• Takeaways:
  
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  • The importance of being adaptable and open to new technologies.
    
  • Encouragement for young professionals to find a balance between immediate life goals and long-term financial planning.
    
  
  
  

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