Ep #165: Balancing an Operations and an Advisor Career Path with Taylor Bell

New Planner Podcast

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9M ago 28:09

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Taylor Bell is the Chief Operating Officer and Chief Compliance Officer for Colton Groome Financial based out of Asheville, NC, and she joins the show today to share her story of transitioning into the financial planning profession. If you aren't quite sure yet whether you want to be on the advisory or operations side of the business, then this episode is for you!

Listen in as Taylor opens up about her experience climbing the ranks in a small family business, the pursuit of new opportunities leading to her discovery of an opening at her current firm, and her resilience after initially being turned down for a position. You'll hear about her decision to obtain the CFP designation (despite her operations-focused background), as well as how this choice enhanced her role in shaping the firm's operations and client experience. Taylor also discusses the evolving dynamics between front-office and back-office roles in the industry, her recent advancement to COO and CCO positions, and more.

You can find show notes and more information by clicking here: https://bit.ly/47Bbb83

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