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New Planner Podcast

Nov 19, 2021

In this episode, we pick back up with Karina Linehan, an Associate Advisor with SAGEbroadview Wealth Management. Today we dive further into her experience transitioning from corporate America to the financial planning world and how her previous roles have helped her to succeed in her current position.

Listen in as Karina shares how she started her career in audit at Johnson & Johnson before eventually pivoting to an insurance firm, as well as why she decided to make the change. She also discusses why she left a $90k per year salary to take a commission-only position and offers her best tips for getting started in a financial planning career.

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