We’re excited to have XYPN member Pierre-Emmanual Jovue, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals.
Pierre talks about how and why he “niched” his client base to focus on a specific employer and explains how a narrow niche and use of LinkedIn and referrals have allowed him to grow his firm rapidly. We also dive into Parkbo, the app Pierre recently created to help his clients with cash flow, and how he plans to build out that business to better serve the masses. We dig into his pricing structure, and what Pierre has to say to advisors who challenge his low fees. Pierre doesn’t hesitate to discuss the things that have been challenging: compliance, working alone, and balancing essentially two businesses, but as he says, he loves his work so it doesn’t feel like work.
If you’re interested in what it’s like to start not one but two businesses while continuing to serve a large client base, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/283
