From Code to Capital: Mike Z.'s Journey to Financial Advising
Description
In this episode of Advisors Unscripted, Mike Z. discusses starting his career in computer science before discovering during a secluded retreat that he wanted to be part of the financial industry. Starting his own firm while pursuing his Series 65 and CFP, however, required some “blissful ignorance” on his part, he says. He also talks about how his YouTube videos have become his top lead generator, and how his wife has made a career of working with special needs children. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
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Insurance-only agents are not licensed to offer investment advice.
United States
