Andrew Sivertsen, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was interviewed for the most recent episode of New Planner Recruiting’s podcast. In the episode, he discussed his non-traditional path from a biology graduate to a shareholder at The Planning Center, and the importance of discovering your goal in life, even if the journey is difficult.
Andrew describes learning the business from the ground up, from manual trading and cost-basis work to client service and planning meetings, and emphasizes the value of humility, curiosity, and willingness to do any task early in one’s career. Andrew became a shareholder relatively early due to timing, performance, and the firm’s growth trajectory, especially during a period of rapid mergers and acquisitions that created leadership opportunities. The episode concludes with Andrew’s advice to career changers and new entrants: be persistent, flexible, willing to start anywhere, and proactive about beginning CFP education.
The full podcast episode can be found on Apple Podcasts, Spotify, Amazon Music, YouTube Music, and you can listen to learn more about Andrew’s journey to becoming a financial advisor here
