Ep #119: Financial Planner to Wholesaler Back to Financial Planner with Channon Cain
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Channon Cain is a Financial Advisor with Raymond James Financial based out of Austin, TX. He joins the show today to walk us through his career boomerang, from starting as a financial advisor right after college to transitioning to a successful wholesaling career\\u2014and then returning to his current position as a financial advisor with an independent broker-dealer. If you are unsure about what type of position you might want in the financial planning profession, then you don\\u2019t want to miss this episode.
Listen in as Channon shares the challenges of building his own book of business in a new area, why he decided to pursue wholesaling, and his roles and experiences at different levels of the career path. He also talks about why he decided to transition back to financial planning, explains how he found his current firm, and offers tips for new planners on building referral sources and networks for new clients.
You can find show notes and more information by clicking here: https://bit.ly/3ZZDKtv
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