Ep #71: From Wholesaler to Fee-Only Planner with Jason Black and Lee Strongwater
Feb 25, 2022•43 min
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Episode description
Jason Black is a Financial Advisor, and Lee Strongwater is a Senior Advisor and Partner, both at Colorado Capital Management in Boulder, CO. Jason and Lee join the show today to share their individual career journeys, including how they got started in the industry and the pivots they've made along the way.
Listen in as they discuss what brought them to financial planning from other careers, as well as how they overcame the challenges that come with a career change. You'll hear their advice for anyone looking to switch careers and great tips for new planners on achieving success in this field.
You can find show notes and more information by clicking here: https://bit.ly/3v0Al0o
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