Ep #66: Transitioning From a Stock Broker to a Fee-Only RIA with Antonio Tovar (Part 1)

Antonio Tovar is an Associate Wealth Manager with Stone Wealth Management based out of Austin, TX. He first got his start in financial planning during a tough job market caused by the coronavirus pandemic. If you are a recent college graduate that joined a large financial services firm but are wondering if it’s the right fit, this episode is for you.

Listen in as Antonio discusses how he overcame the difficult job market—including what he said to potential employers once he got them on the phone—and how he secured a full-time position after graduating. You'll hear about the ups and downs of being a new advisor in an entirely virtual environment, why the large broker-dealer firm wasn’t the right fit for Antonio, and why he wanted to pursue a position within an RIA.

You can find show notes and more information by clicking here: https://bit.ly/3FHCu2A