This week we sit down with Douglas Boneparth, co-author of Millennial Money Fix. Douglas has always had a passion for financial planning - starting with his father owning his own financial planning practice. Douglas started out working for his dad, and slowly started to build his own brand while he was there.
When Douglas moved to New York City with his college sweetheart (now wife), he knew he wanted to work with millennials. Now he’s branded himself as the financial advisor for millennials in NYC, and is working to spread the gospel of financial planning for younger generations.
Tune in to this episode to hear how he started, how he marketed his ($70M+) practice, and how you can do the same!
What You’ll Learn:
- What “Paying Your Dues” looks like
- How to spend 40-50% of your time marketing your new firm
- How to build a brand within an existing firm
- The struggles of working as a junior advisor