Ep #285: 11 Years into a Financial Planning Career with Brooke Jackson
About this episode
Brooke Jackson shares her 11-year journey in financial planning, discussing career growth and transitions between different firm environments.
What does it really take to grow through every stage of a financial planning career—from intern to advisor, from small firm to large firm, and back again? In this episode, Brooke Jackson, an advisor at Painted Porch Advisors, shares her 11-year journey in the profession and the lessons learned through every transition. Brooke walks through how she discovered financial planning at Texas Tech, what drew her into the profession, and how early mentorship shaped her foundation. She also shares what it was like transitioning between very different firm environments, how her responsibilities evolved from analyst work to advising clients directly, and what ultimately led her to her current role. This episode is a practical and honest look at career growth, adaptability, and finding the right environment to thrive in financial planning. You can find show notes and more information by clicking here: https://tinyurl.com/3kacc7x7
More episodes of New Planner Podcast
- Ep #288: 1 Year into a Financial Planning Career with Samantha Buchanan and Garrett Welsh
- Ep #287: Immigrating to the USA and Launching a Firm Serving Immigrants with Imade Iyamu
- Ep #286: Transitioning from Tech to RIA Firm Owner with Jamie Clark
- Ep #284: 1 Year into a Financial Planning Career with Krystal LaFollette
Explore listener stats, chart rankings, contacts and more on the New Planner Podcast podcast page.