A CPA’s Leap into Financial Advising | Meet Ian Beardsley скачать в хорошем качестве

A CPA’s Leap into Financial Advising | Meet Ian Beardsley

Join us in this episode of Gimme Some Truth as we welcome Ian Beardsley to the Walkner Condon Financial Advisors team! Ian shares his inspiring journey from public accounting to financial advising, highlighting his passion for helping individuals and families. Discover how his global experiences, corporate expertise, and collaborative approach are making a difference in the world of financial planning. Don't miss this engaging introduction to one of our newest team members! Learn more about Ian here: https://walknercondon.com/our-team/ia... 00:00 - Introduction of Ian Beardsley: Introduction to Ian and his role at Walkner Condon Financial Advisors. 01:36 - CPA Experience and Transition: Ian discusses his CPA background and decision to move into financial advising. 03:17 - Corporate Finance Roles: Ian explains his experience with budgeting, forecasting, and SEC reporting in the utilities sector. 04:50 - Discovery of Financial Advising: Ian shares his journey to discovering the CFP designation and his rapid transition into the field. 06:15 - Joining Walkner Condon: Ian talks about his informational interview with Walkner Condon, which led to his hiring. 07:46 - Collaborative Work Environment: Ian discusses the team-based approach at Walkner Condon and how it enhances client service. 09:31 - Living in Wisconsin: Ian describes his decision to settle in Madison, Wisconsin, and embrace Midwestern culture. 11:02 - Global Perspective: Ian reflects on his international experiences and how they align with Walkner Condon's focus. 13:12 - Value of Individual Impact: Ian emphasizes his passion for directly impacting individuals and families through financial advising. 15:12 - Closing Remarks: The hosts express their excitement about Ian joining the team and his future contributions. SUBSCRIBE: ‪@walknercondon‬ For more on this topic and others check out the blog on our website: https://walknercondon.com/blog/ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn:   / walkner-condon-financial-advisors-llc   Facebook:   / walknercondon