Ep #202: Leaving a Large Asset Management Firm for a Small RIA with Azure Bradger

Azure Bradger is an associate advisor at Clarity Financial Group based out of Fort Worth, TX. She joins the show today to share her unconventional journey into the financial planning profession, starting as a biochemistry major before landing an entry-level position at a property and casualty firm and eventually pivoting to a role with a large asset manager. If you're interested in hearing how to navigate career pivots, balance personal challenges with professional goals, or explore transitioning from large firms to small RIAs, this episode is for you!

Listen in as Azure recounts the challenges of failing the Series 7 exam by one point, then later passing it while balancing life as a single mother, working, and studying full-time. You'll also hear why she left a large asset manager for a small RIA firm, her valuable advice for new planners, and more.

You can find show notes and more information by clicking here: https://bit.ly/3Aj4qNy