This is a helpful episode for ALL wholesalers who’ve been thinking about making the transition to financial advisor.

I caught up sits down with Ross Kirwan, a seasoned wholesaler with 17 years of experience, to discuss his recent transition from the wholesaling world to becoming a financial advisor.

Ross shares the backstory of his career, how he initially found wholesaling and grew to love it. Over time, his desire to spend more time with his family and be off the road led him to seriously consider a career change to financial advising. Ross candidly discusses the challenges and considerations he navigated in making this transition, including the need to carefully manage his family's budget and expenses.

He shares the key factors that led him to this decision and offers actionable advice for other wholesalers who may be contemplating a similar career shift.

This episode is a must-listen for any wholesaler curious about transitioning to the financial advisor role.

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