HomeWealth ManagementTargeted at the Long run: Luis Rosa on Authenticity and Speciality

Targeted at the Long run: Luis Rosa on Authenticity and Speciality


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In the newest episode of Targeted at the Long run, veteran trade chief Suzanne Siracuse talks with Luis Rosa the founding father of Construct a Higher Monetary Long run LLC, at the significance of authenticity to your method and your enterprise fashion, converting the established order on pricing fashions, and the way his BLX Internship program is cultivating the marketing consultant of the long run.

In particular, Luis discusses:

  • How, through sharing his personal non-public reports with cash, interprets into new shoppers
  • His technique on serving first era wealth creators.
  • Why main with monetary making plans is essential to taking pictures the buyer of the long run
  • The bottom breaking program he co-founded, The BLX Internship
  • Why having a area of expertise will set a convention higher up for good fortune

Attach With Suzanne Siracuse:

Attach With Luis Rosa:

About Luis Rosa:

Luis is the founding father of Construct a Higher Monetary Long run LLC. He got here to the U.S. at age 11 from the Dominican Republic. Rising up in New York Town and now residing in California, Luis spotted the loss of monetary literacy in his neighborhood and used to be impressed through his folks to paintings onerous and pursue an training. 

Luis makes use of his platform to lend a hand unfold monetary literacy by way of media outreach in addition to inspire more youthful and numerous planners to enroll in and thrive within the trade.

He’s the host of the “On My Option to Wealth” podcast, and co-founder of the BlatinX (BLX) Internship Program and co-founder of the SER Latino Marketing consultant Summit. Luis used to be named one among InvestmentNews 40 Below 40 in 2019 and Monetary Marketing consultant Mag’s 10 Younger Advisors to Watch, in addition to Investopedia Most sensible 100 Monetary Advisors in 2020, 2021, and 2022, and 2023 and named one among 8 Hispanic Private Finance Influencers to Practice for Cash Recommendation through The Penny Hoarder and NerdWallet.

About BLX:

The BLX Internship Program supplies an entryway into the monetary making plans career for aspiring Black and Latinx monetary planners through serving to them download paid summer season internships with monetary making plans centered companies.

 

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