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Louis Barajas on Transforming Mindsets and Navigating Money's Complexities in the Latino Community

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Manage episode 407281873 series 3559297
Content provided by Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries. Louis also serves as the founder and CEO of Business Management Lab, where he provides comprehensive business management services for iconic Latin artists.

In a Nutshell: As a financial advisor, you've probably learned that it's very difficult to help someone who isn't ready to accept your help. But advisors also need to work on the skills that will help them meet clients and prospects where they are in life. That emotional intelligence becomes even more important as our industry continues to improve its diversity and broaden the impact that we can have on a wider variety of people.

On today's show, Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services. He also shares experiences that taught him more effective ways to reach people and improve their lives.

  continue reading

276 episodes

Artwork
iconShare
 
Manage episode 407281873 series 3559297
Content provided by Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Guest: Louis Barajas, an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors, where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries. Louis also serves as the founder and CEO of Business Management Lab, where he provides comprehensive business management services for iconic Latin artists.

In a Nutshell: As a financial advisor, you've probably learned that it's very difficult to help someone who isn't ready to accept your help. But advisors also need to work on the skills that will help them meet clients and prospects where they are in life. That emotional intelligence becomes even more important as our industry continues to improve its diversity and broaden the impact that we can have on a wider variety of people.

On today's show, Louis Barajas discusses how the desire to make a difference in his own community transformed how he felt about financial services. He also shares experiences that taught him more effective ways to reach people and improve their lives.

  continue reading

276 episodes

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