78 min listen
Ep 081: Expanding Access To Financial Planning Advice By Offering Financial Doing Instead with Louis Barajas
Ep 081: Expanding Access To Financial Planning Advice By Offering Financial Doing Instead with Louis Barajas
ratings:
Length:
109 minutes
Released:
Jul 17, 2018
Format:
Podcast episode
Description
My guest today has found an impressive balance between creating a successful advisory firm and giving back to his community. Louis Barajas is the founder of Wealth Management LAB, a multi-family, office-style advisory firm that specializes in providing financial advice and business manager services to entertainers and other celebrities in the Latino community. The first Latino minority to join the National Board of the Financial Planning Association over a decade ago, Louis built his advisory firm over time, from trying to serve Latino small business owners in the barrio where he grew up to writing books and teaching financial literacy to the Latino and broader communities. In this episode, Louis shares the stages of his unique path into financial planning that culminated in him starting his own solo practice, as well as how he stayed positive and overcame the setbacks he faced along the way. Listen in to learn how Louis built his success by focusing not on financial planning but on what he calls financial doing, the immutable laws that everyone in his firm follows, and what he says is the key to expanding financial advice to a broader range of underserved consumers. For show notes and more visit: https://www.kitces.com/81
Released:
Jul 17, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin: This week’s guest is Steve Lockshin, the founder of AdvicePeriod, known for its contemporary approach to financial planning and technology. by Financial Advisor Success