Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa
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We\\u2019re excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada\\u2019s registration process, it took Luis 7 \\xbd months to launch his own firm and transition two dozen clients.\\xa0
Listen as Luis talks about what it\\u2019s been like to make that transition while dealing with a global pandemic. Luis speaks to the underrepresentation that the financial planning industry has and he hypothesizes that as advisors continue to break out on their own and develop specific niches, this industry will continue to grow and reach more and more diverse populations. Although Luis feels he is only making a small impact, he has developed a podcast and service model to help make his firm more accessible to people without assets that need financial help. Luis also talks about what it\\u2019s like to be an entrepreneur running a firm as a solo-advisor, and how already, he feels the pressure to hire despite only being 6 months in.
If you\\u2019re interested in what it\\u2019s like to start your firm and transition clients during a global pandemic, this episode is for you.
You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/271
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