Latest / The Up Side with Eli the Money Guy
How to Transition from Accounting to Wealth Management (& Build a Real Brand)
In this episode, Eli sits down with Brandon Murphy to unpack a career path that more people in finance are starting to consider, but few talk about openly.
If you've ever felt stuck in a technical role or wondered what it actually takes to move beyond "just doing the numbers," this conversation is for you.
Eli and Brandon break down the transition from accounting into wealth management, including the mindset shifts, skill changes, and real-world challenges that come with stepping into a more client-facing, advisory role.
They also get into:
Why many professionals in finance feel stuck (even…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.