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Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez
Manage episode 421307085 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you!
Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as how he leveraged a personal connection to start his career in the insurance channel. He also shares why he transitioned to an RIA firm, what attracted him to his current role, the challenges he faces, and valuable tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/3V8ifpP
200 episodes
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Manage episode 421307085 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Christian Martinez is a Financial Planner at Wela Financial Advisory based out of San Antonio, TX. He joins the show today to share his story of entering the financial planning profession after originally setting out to become an architect. If you are looking to transition into an RIA from another channel, this is an episode for you!
Listen in as Christian talks about how a career-ending injury while playing basketball in college helped him gain clarity on his professional focus, as well as how he leveraged a personal connection to start his career in the insurance channel. He also shares why he transitioned to an RIA firm, what attracted him to his current role, the challenges he faces, and valuable tips for new planners.
You can find show notes and more information by clicking here: https://bit.ly/3V8ifpP
200 episodes
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Similar to New Planner Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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…
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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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…
continue reading
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…
continue reading
Entrepreneurship and business techniques and tips you won't learn in business school.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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