Episode
Ep #266: Leaving a Partnership and Starting a New Firm with Robert Jeter
- Podcast
- New Planner Podcast
- Published
- Feb 6, 2026
- Duration seconds
- 2107
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/new-planner-podcast-1382818/ep-266-leaving-a-partnership-and-starting-a-new-firm-with-robert-jeter.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Robert Jeter is the owner of Back Bay Financial Planning & Investments, and he joins the show today to talk about his career journey to becoming a financial planner and firm owner. If you're interested in understanding how to navigate career decisions, grow within a firm, or eventually make the leap to starting your own, this episode is for you. Listen in as Robert shares how he first became interested in financial planning while in college, what he hoped to find in his first job, and how he convinced his parents that the profession was far different from the stockbroker stereotype. He also talks about beginning his career in a specific channel, finding early success, leveraging mentors, and ultimately working his way up to partner in an existing firm before deciding to leave and launch his own. You'll hear how he now gives back to the profession and practical tips for new planners entering the field. You can find show notes and more information by clicking here: https://bit.ly/4bkex4Z