Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of Andre Novaes
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On today\'s episode we hear from Andr\\xe9 Novaes, founder and CEO of Life FP. Life FP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If Andr\\xe9 had his way, 95% (or more) of Brazil\'s population would have the opportunity to design their lives with great financial planning.
In this interview, Andr\\xe9 talks about his journey to establish Life FP and build\\xa0the financial planning landscape in Brazil. He discusses why they don\'t have assets under management at Life FP, just dreams under management, and the tools he uses to build strong rapport with clients. Andr\\xe9 also shares how he makes the monthly retainer model work for him and his advisors, and how he gets clients to pay 5% of their income for financial planning services.\\xa0
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You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/87
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