You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


In on the Ground Floor

December 21, 2016

Dan Mauck is a Senior Financial Advisor and Director of Operations at Clintsman Financial Planning. Dan shares with us how working at Arthur Anderson early in his career helped shape him as a financial planner and gaining a much larger perspective than he had beforehand. When Dan moved from the big accounting firms to an RIA, he was the first hire and has helped the firm grow to 10 employees. Dan also shares some of his best career advice for planners who are looking to excel.
I hope you enjoy this episode!

“Your value is determined by the size of problems you can solve. If you want to be paid like the big dog, then you need to learn how to solve big problems. And If you’re only going to solve small problems then you have to realize there’s only so much market value in that and you’re going to see it in your pay scale.”