In this episode of the Big Hitters podcast, Andrew Hathaway interviews Boris Castillo, a financial advisor and founder of Amenity Wealth. Boris shares his journey into the financial advisory world, focusing on business owners as his primary audience. He discusses the challenges of client management, the importance of technology in the industry, and the strategies he employs to help business owners with their financial planning. Boris emphasizes the significance of understanding clients' psychological comfort and the emotional aspects of financial decision-making.

Takeaways:

• Boris Castillo is a perpetual learner and financial advisor.

• He primarily works with business owners due to their pragmatic decision-making.

• The financial advisory business can be feast or famine.

• Learning to let go of certain clients is a challenge for Boris.

• Time is the most valuable asset for financial advisors.

• Teaching clients new financial strategies can be difficult.

• AI technology is slowly being adopted in the financial advisory space.

• It's essential to address clients' fears and psychological comfort.

• Financial planning is not just about money; it's about understanding clients' goals.

• Making a positive impact on clients' lives is more rewarding than acquiring wealth.

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