Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
Her Side of Wholesaling ft. Kathleen B Jucar
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Dan S.
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Episode 52
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Kathleen B Jucar , Financial Paraplanner with Monarch Wealth & Retirement Strategies, joins today show. We cover her wholesaling career path, which brings a very unique perspective. We talk about:
- The grind from internal to external, how she positioned herself for a top tier external territory in California
- How grief shaped her career path towards helping others financially
- Mentoring women in the industry