In this insightful episode of the Uncommon Wealth Podcast, host Phillip Ramsey welcomes back Cody Kowalski, an intern with Uncommon Wealth Partners, for a follow-up interview. The discussion delves into Cody's experiences and growth during his 10-week internship with the company, highlighting the challenges and learning opportunities that have shaped his professional journey. With the backdrop of an unexpected team change, Cody's role quickly expanded beyond initial expectations, providing him with invaluable hands-on experience in financial planning.
Throughout the episode, Cody shares how he learned to adapt to a fast-paced environment, becoming more comfortable with uncertainty and learning from mistakes. His proactive approach to improving the firm’s efficiency through leveraging technology demonstrates the transformative impact an intern can have. Cody's reflections on balancing his aspirations between ministry and financial advising reveal his evolving career outlook and commitment to helping others. The episode concludes with practical offers for listeners, showcasing Uncommon Wealth’s readiness to embrace new clients and test their refined financial planning processes.
Key Takeaways:
- Cody Kowalski, initially hesitant about financial planning as a career, eventually found a deep passion for the field through his internship at Uncommon Wealth Partners.
- Efficiency and automation became focal points for Cody during his internship as he navigated new responsibilities following unexpected staffing changes.
- The support and mentorship Cody received at Uncommon Wealth helped him to integrate his personal values with his professional ambitions, marrying his interest in ministry with a career in finance.
- An offer is extended to listeners for a complimentary financial plan, part of a broader initiative to test new, streamlined processes at Uncommon Wealth Partners.
- Cody's journey underscores the importance of resilience, adaptability, and the willingness to embrace change in professional environments.
Notable Quotes:
- "I learned how to be uncomfortable... getting thrown into meetings with clients was nerve-wracking but empowering."
- "Phillip does a good job of throwing you around and saying, figure it out, and you make some mistakes."
- "Seeing that work as a way to love people... God uses different people in different careers to do God's work."
- "When a door opens, you walk through it... that's kind of where I'm at, and I'm excited for where I am."
- "You'll get on the phone with some service representative... and you try to make fun out of these super mundane tasks, be uncommon."
