Lisa Robert Fx

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Contact: (201) 588-5012

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Let’s be real. Financial planning can be overwhelming and maybe even a bit boring to some of you. That’s okay! Not everyone is into finances and the good news is you don’t have to be to get your money in order and build wealth.

That’s because there are people out there who can do it for you! Whether you lack understanding or just want someone else to build a financial plan for you, consider seeking guidance from a financial advisor.

Just with anything in life though, there are pros and cons to hiring a financial advisor. Here’s the short list:

Pros
🔹Provides a long-term financial plan based on your future goals
🔹Spends time researching the best investments for your goals
🔹Dedicated to managing your money and helping it grow so you don’t have to

Cons
🔹It comes with a cost--some charge a one-time fee, hourly rate or percentage of the total amount of money being managed
🔹Recommendations of financial products or investments may be biased
🔹May push more expensive products and churn portfolio to increase commissions
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Do you work with a financial advisor? I’d love to know your feedback on the experience!


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After being in business for almost 8 years, working with entrepreneurs and all around kickass people, and seeing the published books stack up in my office, I realized something. ➡️ There was a gap.⁠⁠
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It started when I would get on calls with potential clients. They would tell me about their incredible stories and book ideas only for me to find out that their platform was literally at 0. 😔 From there, I would tell them to go build their audience and come back to me. (I mean, I REALLY wanted to work with them, I just knew what publishers and agents would say.)⁠⁠
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Often, these amazing people would get stuck. They had no idea how to build a platform and that was a major roadblock in their book dream. That’s when I realized I could close the gap and Platform Builders Bootcamp was born.⁠⁠
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In PBB, entrepreneurs learn the steps to building an audience AND get info straight from the experts who have already done it. All this helps them get one step closer to their dream of a published book. What could be better, right? (If you’re looking for more info on PBB, just click that link in the bio!) 😉⁠⁠