We\u2019re excited to have XYPN member Pierre-Emmanual Jovue, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals.\xa0
Pierre talks about how and why he \u201cniched\u201d his client base to focus on a specific employer and explains how a narrow niche and use of LinkedIn and referrals have allowed him to grow his firm rapidly. We also dive into Parkbo, the app Pierre recently created to help his clients with cash flow, and how he plans to build out that business to better serve the masses. We dig into his pricing structure, and what Pierre has to say to advisors who challenge his low fees. Pierre doesn\u2019t hesitate to discuss the things that have been challenging: compliance, working alone, and balancing essentially two businesses, but as he says, he loves his work so it doesn\u2019t feel like work.
If you\u2019re interested in what it\u2019s like to start not one but two businesses while continuing to serve a large client base, then this show is for you.\xa0
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/283\xa0