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Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez

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Manage episode 245275100 series 92200
Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network 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.

Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as a marketing expert before moving to a different firm and ultimately transitioning into working as a financial advisor. He now works as lead advisor for his firm, and he gives us a glimpse into how he made the switch in his career, as well why he has no plans to start a firm of his own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/227

  continue reading

385 episodes

Artwork
iconShare
 
Manage episode 245275100 series 92200
Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network 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.

Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as a marketing expert before moving to a different firm and ultimately transitioning into working as a financial advisor. He now works as lead advisor for his firm, and he gives us a glimpse into how he made the switch in his career, as well why he has no plans to start a firm of his own.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/227

  continue reading

385 episodes

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