Episode 13 – The Journey Towards a Fulfilling Financial Career – With Brian Parke



Positively impacting a client’s life is one of the most rewarding experiences for a wealth advisor.

In this episode, Eric Tashlein is joined by Brian Parke, Eric’s business partner at Connecticut Capital Management Group. Brian shares his journey to become a Certified Financial Planner™ professional and addresses various concepts when it comes to working in finance. 

In this episode, you will learn:

  • How Brian ended up in his career in financial services
  • What it takes take to become a Certified Financial Planner™ professional
  • How to mitigate taxes and why taxes should be considered as a wealth tool
  • The importance of teaching and communicating 
  • Why client failure could mean advisor failure 
  • And more!

Tune in as Eric and Brian highlight the reasons why advisors should pay attention to details when planning financial solutions! 

Resources: Eric Tashlein | Brian Parke | Connecticut Capital Management Group