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