Thursday, July 28, 2022
HomeFinancial Planning#FA Success Ep 290: Serving Neurodivergent Shoppers As A Monetary Advisor With...

#FA Success Ep 290: Serving Neurodivergent Shoppers As A Monetary Advisor With Autism, With Andrew Komarow

Welcome again to the 290th episode of the Monetary Advisor Success Podcast!

My visitor on right now’s podcast is Andrew Komarow. Andrew is the founding father of Tenpath Monetary Group and Planning Throughout the Spectrum, a hybrid agency primarily based in Farmington, Connecticut that oversees $100 million in belongings underneath administration for 100 shopper households.

What’s distinctive about Andrew, although, is how he, as a monetary advisor with autism, has constructed a agency with a specialised area of interest of autistic and different neurodivergent purchasers, serving to them navigate their distinctive and complicated monetary planning challenges.

On this episode, we speak in-depth about how being identified with autism as an grownup helped Andrew perceive himself higher and notice he had a possibility to niche-focus his agency to serve purchasers who’re additionally neurodivergent adults, how the mix of making a separate web site for Planning Throughout the Spectrum and leveraging a Fb group for the particular wants group has helped Andrew develop a gentle path for development in his specialization, and the way Andrew created an affect investing index that he labeled as a “Neurodiversity Index,” with 79 firms that embrace neurodiversity and inclusion (as a result of on the periodic desk, gold is represented by the letters AU, and its atomic quantity is 79).

We additionally speak about how, regardless of by no means graduating highschool (however gaining a GED later), Andrew credit his autism and the hyperfocus that comes together with it for serving to him to in the end earn greater than 16 skilled monetary planning designations, how working at an insurance coverage firm early in his profession and getting annoyed with adhering to large-firm company guidelines helped Andrew notice he preferred giving monetary recommendation to purchasers however was going to must be extra impartial to have the management to serve his distinctive purchasers the best way they must be served, and the way an sudden separation from that insurance coverage firm ended up being a blessing in disguise because it compelled Andrew to discover a new development path that led him to focus into his best shopper sort and in the end fueled the launch his personal agency.

And make sure to hearken to the tip, the place Andrew shares how he was shocked by how a lot he truly loved constructing his personal agency and having the pliability to determine for himself what procedures and roles are put in place, why Andrew believes we’re too laborious on ourselves and the way necessary it’s to be kinder to ourselves in regards to the challenges we face, and why Andrew feels the very best enterprise resolution he ever made was hiring his first staff member to help him even earlier than he actually had the income to afford it… as a result of it was the one manner he’d be capable to develop and scale additional.

So, whether or not you’re interested by studying about how Andrew took benefit of the separation from his former agency as a possibility to serve the kinds of purchasers he most well-liked and in the best way he needed, how receiving an autism analysis as an grownup not solely gave Andrew a greater understanding of himself, but in addition how he might assist different neurodivergent adults navigate their monetary challenges, or how Andrew leverages academic instruments on his web site, together with Fb teams, to take care of a gentle path of development, then we hope you get pleasure from this episode of the Monetary Advisor Success podcast, with Andrew Komarow.

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