André Novaes's guest appearances

André Novaes

XYPN Radio

The Innovating Advice Show

Lauryn Williams

Jocelyn Wright

Maddy Roche

Sophia Bera

Scott Frank

Eric Roberge

Adele Martin

Mary Beth Storjohann

Farnoosh Torabi

Daniel Crosby

Dan Andrews

Cynthia Meyer

Michael Anderson

Mike Kelly

John McCarthy

OwlTail

André Novaes, CFP®, Founder and CEO of LifeFP™ in Brazil joins the show to share how he’s built an incredible life-centered financial planning practice that serves almost 5,000 families on a purely monthly retainer basis with recurring revenues of US$10 million. He also provides advice for those just starting their own practice and discusses his four proposed reforms for the global financial planning profession. You’ll Learn  André’s unique definition of what it means to be “independent” and questioning if that’s the right goal. Why being a little bit irresponsible can be good for business. André’s advice for someone starting from scratch to get their first client. The bet that André recommends you make with new clients. How LifeFP™ gets clients to sign up paying 3%-5% of their monthly income as a pure retainer fee. André’s four proposed reforms for the profession:  From transparency to clarity. From AuM to DuM (Dreams under Management). From Inheritance to legacy. From fiduciary to courage.    Guest Bio André Novaes, CFP® is Founder and CEO of LifeFP™, a life centered financial planning company in Brazil that serves almost 5,000 families on a purely monthly retainer basis with recurring revenues of US$10 million. He is also the Founder of LifeAcademy™, a digital school that has over 5.000 students on its online courses. André is a keynote speaker in Brazil for PLANEJAR (the CFP certification organization in Brazil), was named the “planner of planners” by one of the largest business magazines in Brazil and has been married for 13 years, is a father of 2 girls and a basketball player. Resources and Terminology  André’s LinkedIn André’s Twitter LifeFP™ website LifeAcademy™ website PLANEJAR website PSA: Problem, Solution, Aspiration 

André Novaes, CFP®, Founder and CEO of LifeFP™ in Brazil joins the show to share how he’s built an incredible life-centered financial planning practice that serves almost 5,000 families on a purely monthly retainer basis with recurring revenues of US$10 million. He also provides advice for those just starting their own practice and discusses his four proposed reforms for the global financial planning profession. You’ll Learn <ul> <li>André’s unique definition of what it means to be “independent” and questioning if that’s the right goal.</li> <li>Why being a little bit irresponsible can be good for business.</li> <li>André’s advice for someone starting from scratch to get their first client.</li> <li>The bet that André recommends you make with new clients.</li> <li>How LifeFP™ gets clients to sign up paying 3%-5% of their monthly income as a pure retainer fee.</li> <li>André’s four proposed reforms for the profession: <ul> <li>From transparency to clarity.</li> <li>From AuM to DuM (Dreams under Management).</li> <li>From Inheritance to legacy.</li> <li>From fiduciary to courage.</li> </ul> </li> </ul> Guest Bio André Novaes, CFP® is Founder and CEO of LifeFP™, a life centered financial planning company in Brazil that serves almost 5,000 families on a purely monthly retainer basis with recurring revenues of US$10 million. He is also the Founder of LifeAcademy™, a digital school that has over 5.000 students on its online courses. André is a keynote speaker in Brazil for PLANEJAR (the CFP certification organization in Brazil), was named the “planner of planners” by one of the largest business magazines in Brazil and has been married for 13 years, is a father of 2 girls and a basketball player. Resources and Terminology <ul> <li><a href="linkedin.com/in/andre-novaes-cfp" rel="noopener nofollow" target="_blank">André’s LinkedIn</a></li> <li><a href="https://twitter.com/andrenovaes" rel="noopener nofollow" target="_blank">André’s Twitter</a></li> <li><a href="http://lifefp.com.br/" rel="noopener nofollow" target="_blank">LifeFP™ website</a></li> <li><a href="https://www.lifeacademy.com.br/" rel="noopener nofollow" target="_blank">LifeAcademy™ website</a></li> <li><a href="https://www.planejar.org.br/" rel="noopener nofollow" target="_blank">PLANEJAR website</a></li> <li>PSA: Problem, Solution, Aspiration</li> </ul>

IA 008: Brazil & Building A Monthly Retainer Practice with André Novaes, CEO of LifeFP™

On today's episode we hear from André Novaes, founder and CEO of Life FP. Life FP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives with great financial planning. In this interview, André talks about his journey to establish Life FP and build the financial planning landscape in Brazil. He discusses why they don't have assets under management at Life FP, just dreams under management, and the tools he uses to build strong rapport with clients. André also shares how he makes the monthly retainer model work for him and his advisors, and how he gets clients to pay 5% of their income for financial planning services.    You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/87

On today's episode we hear from André Novaes, founder and CEO of Life FP. Life FP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives with great financial planning. In this interview, André talks about his journey to establish Life FP and build the financial planning landscape in Brazil. He discusses why they don't have assets under management at Life FP, just dreams under management, and the tools he uses to build strong rapport with clients. André also shares how he makes the monthly retainer model work for him and his advisors, and how he gets clients to pay 5% of their income for financial planning services.  You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/87" rel="nofollow" target="_blank">http://www.xyplanningnetwork.com/87</a>

Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes