Year One

2014 Updates

'Skin in the game' makes it personal

Matt Romeo goes from overwhelmed to knowing 'what's normal around here'

Former service rep now gives advice

April Peterson is finding the business a little stressful but she's having an impact on clients' lives.

Refining the art of networking

Michael Blumreich is learning the skills of prospecting and finding that "there's never a dull moment."

Depth of analysis for every client

Clark Harris is looking forward to being part of client review meetings despite long hours.

Finding satisfaction

Making a difference every day

As an investment services representative, April Peterson helps clients transfer money, get ready for retirement or prepare financially to be deployed overseas.

Hectic: The new normal

Matt Romeo has been helping his firm's financial advisers who work on retirement plans with a rush of year-end activity.

Finding new direction

Six months into his staff adviser role, Michael Blumreich's career is taking him in an unexpected direction.

Getting clients through year-end planning

Clark Harris is focused on helping clients complete their year-end planning.

Progress reports

Diploma just a first step

Madison Ernst is surviving the hectic introductory period to life as a young financial analyst.

Thrown into the drink, it's either sink or swim

Michael Blumreich goes through a baptism by fire ó and he wouldn't have it any other way.

Quickly learning the ropes

Clark Harris has learned to dive into the financial planning process.

Work hard and you'll get invited back

April Peterson has been cramming for the Series 7 exam.

'This is real money'

Matt Romeo says on-the-job experience trumps what he learned in class.

Determine the right fit with a firm

Wende Witthuhn decided being an adviser wasn't for her as she returned home to work at a farm lending company.

Meet the young advisers

Business major finds his niche as a planner

Clark Harris driven by desire to help people

A staunch defender

Keen to prevent the kinds of setbacks his parents suffered in 2008, Matt Romeo enters the advice industry

Already a winner

Having taken top prize at the National Collegiate Planning Challenge, Wende Wittuh enters the work world

Ex-internís big chance

After understudying, Madison Ernst starts this week as a full-fledged adviser with an Atlanta firm

Family scion chooses own path

In a course change, Michael Blumreich makes the switch from finance to financial planning

Personal crisis leads to career

The desire to help take care of her family's financial planning is a big motivator for April Peterson

Web extras

The bios

A quick introduction to our six Year One advisers ó who they are and where they're headed.

The blogs

First-hand accounts of what it's like to break into the investment advice business, as told by our six graduates.


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