Josh Tirado on adding value as a financial advisor and a discussion on Coronavirus
Season: 2
Episode: 8
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Josh unpacks what fee-based financial advising and lays out how to make an informed decision as an investor and consumer for choosing the path that is right for you.
He walked us through his journey of building his book of business, and how he went about getting his early clients.
Although he knew a lot about financial advising the challenge of running your business is a whole other step. He was a self-starter and figured out it a lot through guess and check. He acknowledges this can be a weakness in his education where they do a great job with how to be a successful financial advisor but very little on how to run a company.
Josh shared an important lesson for people just starting in an industry: Try things. You need to find out what works for you before you commit to a methodology.
One lesson that Josh learned in the process of trying things was that he only wants to work with nice people. Life is too short to work with jerks. Find the people you vibe with and work with them.
We discuss the new climate due to the Coronavirus. These are just our thoughts and should not be taken as financial counsel. We discuss what could be long-term changes that come out of this epidemic.
