Gaetano Sacco is a associate and senior monetary advisor at Fountainhead Advisors, an RIA based mostly out of New Jersey that oversees roughly $900 million in property beneath administration for 1,000 households. Gaetano reworked his early profession problem of perceived inexperience into a definite benefit, highlighting his youthfulness to reassure retirees that he could be their devoted monetary advisor for the lengthy haul. Since breaking away from the insurance coverage world, he has impressively grown his apply to $75 million in AUM in simply 5 years, capitalizing on his long-term dedication to shoppers as a significant promoting level.
Pay attention in as Gaetano shares how his early experiences in insurance coverage gross sales and, paradoxically, attaining “Monetary Planner of the 12 months” led him to transition from insurance coverage to the RIA channel, pushed by a need for deeper consumer relationships and private life modifications like marriage and fatherhood that enhanced his skill to attach with shoppers. He additionally discusses how leveraging his age as an asset has helped develop his apply by way of proactive consumer communication in the course of the COVID-19 downturn and by internet hosting in-person consumer appreciation occasions to construct loyalty and entice new shoppers. You may study the pivotal position of becoming a member of an advisor research group in Gaetano’s skilled improvement, his choice to reject a job provide attributable to poor firm tradition, and the way his dedication to a client-centric, planning-focused profession supplies each day motivation whereas sustaining work-life steadiness.
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