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New Planner Podcast

Nov 12, 2021

Karina Linehan is an Associate Advisor with SAGEbroadview Wealth Management based out of Morristown, NJ. She joins me on the show today to share her career journey from corporate America to the financial planning world.

Listen in as she shares how she started in financial planning, what her responsibilities are as an Associate Advisor, and what the first few meetings of the new client experience are like at SAGEbroadview Wealth. We also dive into how her role with the firm shifted as a result of bringing a new growth idea to the owners, and why she volunteered to document processes as a way to help the firm grow to the next level. If you’re in corporate America and are considering a career in financial planning, this is an episode you won’t want to miss!

You can find show notes and more information by clicking here: