In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, the importance of golf and a few other credentials including the CIMA and CAIA as other potential options down the line.

In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan for full time. Is this the end of the road for our mentor-mentee relationship? Time for a victory lap.

In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.

In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surprise promotion as well. Listen to find out how.

In this session, Victor gives us an update on his Series 7 and 63 exams and he tells us about the success he's had networking and as a result, a big internal transfer and move coming up soon.

In this short session, we catch up with Grace to hear how she's prepping for her real estate internship with Blackstone. We go over what she's currently involved in and give her a few tips to help her get ready.

In this episode, we catch up with Victor the same day after he finishes up his Series 7 top off exam after a grueling few months of studying. Listen to hear why he's headed to Hawaii for a few months and the advice I give him in his ever shifting plans.

In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. We have a long discussion about diversity programs, summer analyst recruiting and a plan for him as he enters a critical juncture in his Sophomore year.

In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and what her plans are for Junior Year since she already has her Blackstone internship lined up for next summer.

In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn out with the long weeks.

In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn about his upcoming SIE, Series 7 and Series 66 exams, but one major piece of news looms large and may change everything.

In this session, Victor shares some big news and when he'll be starting his new job! We then talk about how to position himself for a path to private equity and I give him a dose of reality. From there, we discuss a plan for passing his series exams and carving out time to invest in himself daily.

In Tarnvir's first session, we learn about his background, his goals and what to expect as he makes the transition from Baruch during Covid for Freshman year to Emory for his sophomore year. We also spend about 20-30 minutes doing a deep dive on his resume to try and make it stronger for next session.

In this session, I put Victor through a realistic mock interview for a position as an investment solutions specialist with Fidelity. Both of us see this as a great opportunity because it gets him a stable paycheck and drops the hours he's working from 80+ down to more like 50ish. This will give him more time to network and actively improve himself.

In this session, Grace shares some more exciting news. Plans for the Summer 2022 are already taking shape and she tells us what offer she decided to sign.

In this episode, we learn that Victor is working 90hrs a week at two jobs to make sure he can keep up with his bills. We focus on the highest impact tasks he can be doing for under an hour a day to help him build toward a better future - this includes a detailed section on how he should be leveraging LinkedIn and his background to build relationships. Also, an update on his search and looking to California for a job in finance. 

In this session, Grace makes time in between her packed schedule to update all of us on her recruiting progress. From Blackstone to Ares, to Perella Weinberg, she has a ton of opportunities in front of her over the next several weeks to try and lock up her Junior summer internship very early. We review how to prep for private equity interviews as well as what to expect with the Perella first round she has in a few days.

In this session, Victor shares an unexpected life event that now forces him to be in Salt Lake City for the foreseeable future. As a result, my advice has shifted on how he can be very deliberate about his networking there and how he should build the financial modeling skills in order to improve his prospects. We go over key tools to aid him in this journey and we set a very specific schedule so that he can make progress every day.

In this session, Grace gives us an update on her accelerated recruiting processes with Moelis and Blackstone. Learn why networking early really does pay off and see how we make dramatic modifications to her resume now that she has IB internship experience.

In this session, Victor and I review his updated resume. While it is much closer and looks more polished, we dive into each bullet and I push him to be more direct and less vague to give the reader more substance. We go over the differences between sell-side and buy-side, attack one of his internships from 3 years ago and debate how best to show his financial modeling training.  This session is probably best viewed on Youtube since it's over an hour and 20 minutes long and for most of it I'm sharing my screen as I walk through his resume.