Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez
Behind The Advisor · Behind The Advisor
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Show Notes
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: https://www.xyplanningnetwork.com/227