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Episode 223: Charting Success in Financial Advising

Max Kosman and Sean Schaeffer of Rosselot Financial Group

“We've put some focus on some generational wealth planning. I know a lot of clients in the firm are sometimes second and third generation clients that my grandfather worked with their grandfather and now I'm working with the grandson. So, it's cool to see that.” – Max Kosman
“I came from an upbringing that really had no idea what financial advising was or anything really with securities in the financial world. So, to me, it was important to be able to not just be an advisor, but to be able to teach people the finance world and some financial literacy.” – Sean Schaeffer

Don’t miss this episode of Cambridge Stronger as Max Kosman and Sean Schaeffer, financial advisors at Rosselot Financial Group, share their journey into financial services. Tune in to hear how Sean transitioned from marketing during college, discovering his passion through internships and how Max, inspired by his family's financial background, combined a degree in personal financial planning with internships to prepare for his career. As graduates of Cambridge’s The Next Step® internship program, Max and Sean emphasize perseverance, learning from setbacks, and a client-focused approach. Their stories underscore that success in financial advising is a journey requiring dedication and a commitment to continuous growth.

In Episode 223: Charting Success in Financial Advising, Max and Sean discuss:

  • The importance of patience when it comes to building a client base
  • Why internships are essential for growth
  • The value of building peer connections and having mentors

About Max Kosman

Max Kosman graduated from Kutztown University in 2023 with a degree in Financial Planning. He served as an apprentice at Rosselot Financial Group (RFG) throughout college and joined the RFG family full time immediately after graduation. Within a year of joining the team, Max obtained the necessary licenses to become a financial advisor. He loves coming to work every day and helping others.

Outside of work, Max plays club rugby for the Cincinnati Wolfhounds. He also loves being outdoors and spending time with friends and family!

Max Currently holds Securities Industry Essentials® (SIE®), Series 7, and Series 66 securities registrations.

https://planwithrfg.com/

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Cambridge and Rosselot Financial Group are not affiliated.

About Sean Schaeffer

Sean Schaeffer was born and raised in Anderson Township, Ohio, where he resides today. He graduated from Anderson High School – where he was captain of the football team.

After high school, Sean went on to accept a spot in the Carl H. Lindner Honors-PLUS program, integrated within the Carl H. Lindner College of Business at the University of Cincinnati. This program allows its students to alternate their semesters between in-person classes and internships. Understanding the true value in this program, Sean began exploring career options that would not only inspire him, but equally match his future goals and moral values. Between his genuine passion for helping others and desire to spend quality time with family, Sean began seeing his future as a financial advisor.

Sean graduated from the Carl H. Lindner Honors-PLUS program in 2022 and immediately accepted an advisor assistant role at Rosselot Financial Group! Sean currently holds the Securities Industry Essentials® (SIE®) as well as the Series 7 securities registration.

https://planwithrfg.com/

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Cambridge and Rosselot Financial Group are not affiliated.

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

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The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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