Ep #75: From Property and Casualty Agent to Financial Planner with Sandy Russ

Sandy Russ is an aspiring financial planner based in Raleigh, NC. She joins the show today to talk about her career path and the transition she is going through right now to become a financial planner. She also shares what led her to start her own property and casualty insurance agency, the challenges she had to overcome with the PNC business, and what it is like to shut down a successful business because it's not your passion. Listen in to hear how Sandy's CPA has helped her throughout her career thus far, as well as why being an entrepreneur is no longer a fit. You'll learn the timeline for her pivot into financial planning, what she has been doing to prepare for her first day at the financial planning firm, and more. If you are a successful business owner in another industry, but know it's not your passion and want to pursue a truly fulfilling and rewarding career in the financial planning profession, this episode is for you! You can find show notes and more information by clicking here: https://bit.ly/3NcqZFA