Ep #218: 1 Year into a Financial Planner Career with Daniel Tobias and Christopher Lee

New Planner Podcast

What happens when the traditional career path doesn’t feel right? In this episode, Dan Tobias and Chris Lee of Passport Wealth Management share their unconventional journeys into financial planning—both growing up around the industry, initially rejecting it, and eventually realizing it was the right path for them. If you’re interested in career growth, mentorship, or finding the right fit in financial planning, this conversation is one you won't want to miss!

Listen in as Dan explains why he turned down an opportunity to join his father’s firm, chose to travel the world, and later founded his own firm with a vision for long-term client relationships. You'll also hear Chris share how his own travels led to a remote job interview with Dan, and why he ultimately chose to work at a small firm instead of a large one. They discuss their firm’s hybrid fee structure, the ups and downs of starting and growing a firm, and how Chris overcame imposter syndrome as he stepped into a larger advisory role.

You can find show notes and more information by clicking here: https://bit.ly/42Pd0zu