How do you build a financial planning practice that succeeds without losing your values?

Fran Walsh, co-founder of Opulus LLC and one of Investopedia’s Top 100 Advisors, believes the key is authenticity. From a football award that unexpectedly introduced him to his future business partner to launching his firm just before COVID hit, Fran’s path has been anything but straight. His mindset has stayed the same: “The people who never quit and just keep going are going to be inevitably successful.”

At first, Fran didn’t rush to pick a niche. Instead, he worked with a range of clients while building momentum, eventually focusing on high-earning millennials, athletes, and business owners who share his drive for constant improvement. He also made a conscious choice to skip the traditional corporate image: “We wear t-shirts every day. We want clients to see we’re normal people just like them.”

His approach shows that being yourself can strengthen client relationships while building a business you actually enjoy running.

Fran's Social:

https://www.linkedin.com/in/fran-walsh-b12775a3/

X: @FranWalsh73

Newsletter: https://www.opulusmethod.com/

#136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step