Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career due to his work ethic and ability to ask the right questions and listen.
Evan discusses how he strives to improve people's lives through his unique philosophy that unites his passion for soccer and finances, and opens up about the issues he had working at different levels of the financial sector that pushed him to move to a smaller firm before eventually starting his own. He also shares why he still coaches on the side, how he leverages his soccer network and what his plans are for the future of his firm.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/182
Behind The Advisor