Feb 14, 2024
I welcome Matt Fizell on the podcast today after admiring his work for quite awhile. Matt is the founder of his own RIA, Harmony Wealth based in Madison Wisconsin. But as we discuss in this interview, Matt took a circuitous route from his initial undergraduate training in financial planning, working in a broker dealer, finding out about fee-only financial planning, and networking across the breadth and depth of opportunities and careers.
One of the main reasons I invited Matt on this podcast was to have him share about his experience helping new planners break into the financial planning profession. Matt has so much experience in this role with hundreds of conversations across the profession, especially in his past role as co-host of the You’re a Financial Planner Now What. Side note, if you haven’t added that one to your to-do list, I would encourage you to dive into their past archives of great conversations.
Matt shares his extremely helpful career advice and how he helped create a course called the New Planner Collective. The goal of this course is to help teach new people to this profession how to build a career, not just the technical skills. I loved what he shared as it provides another helpful perspective. Be sure to check out the links in the show notes to learn more about these opportunities and where to learn more about this course and Matt.
Follow Matt on Twitter: https://twitter.com/MattFizell
Connect with Matt on LinkedIn: https://www.linkedin.com/in/matt-fizell-cfp%C2%AE-0606134a/
Matt’s RIA: https://planwithharmony.com/
IAPD Website: https://adviserinfo.sec.gov/
New Planner Collective: https://newplannercollective.com/