Ep #72: Associate Planner to CEO with Matt Elliott
Mar 04, 2022•43 min
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Episode description
Matt Elliott is the CEO of J.F. Williams & Company based out of Denver, CO. He joins the show today to talk about making the leap to financial planning from a career in IT, including how he secured a job with a firm he had previously been rejected from.
Listen in as Matt shares how he secured his first job in the industry and why he left that position to pursue an employee career path at an ensemble firm. We also discuss how he was able to develop his skills throughout his career, how he eventually bought into his firm to become the majority shareholder, and how he continues to use the original founder’s mentorship and advice to steer the firm forward.
You can find show notes and more information by clicking here: https://bit.ly/3HeeB3x
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