Evolving Roles: From Insurance Advisor to Fully Licensed Financial Professional

In this episode of The Elevated Advisor, we sit down with David Stearns to explore his remarkable journey from being an insurance advisor to becoming a fully licensed financial advisor. David shares his experiences, challenges, and the key insights that guided him through this transition. If you’re an insurance advisor contemplating a shift toward comprehensive financial advisory, or if you’re interested in the evolution of financial careers, this episode is a must-listen. Join us as we uncover the valuable lessons and strategies that can help you expand your horizons and excel in the world of financial advisory.


Learn more at: