Episode
Ep #274: Overcoming Career Setbacks to Succeed with Erin Varghese and James Conole
- Podcast
- New Planner Podcast
- Published
- Apr 3, 2026
- Duration seconds
- 2485
- Processing state
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Summary
What happens when your career doesn't go according to plan? Today, James Conole and Erin Varghese join the show to share their very different paths into the financial planning profession. They talk about career setbacks, getting fired, starting over, and ultimately finding the right firm and culture to grow their careers. Listen in to learn how Erin transitioned from banking into financial planning, why starting at a small RIA can accelerate your learning, and how James went from being fired to starting his own firm from scratch. You'll also hear what it takes to build a strong company culture, attract top talent, and embrace imposter syndrome to become a better advisor. You can find show notes and more information by clicking here: https://tinyurl.com/yxa685fy