Ep #182: Transitioning From The Insurance Channel to an RIA with Christian Martinez

New Planner Podcast

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5M ago 22:06

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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

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