She is an accomplished financial expert and business owner with over 15 years of experience in the financial services industry.  Eunicia […]

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She is an accomplished financial expert and business owner with over 15 years of experience in the financial services industry.  Eunicia first honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.      Now her passion is to work with individuals who want to optimize their wealth and are looking to take control of their money, minimize tax exposure, and are motivated to seek the answers that the financial services industry is holding back.  She believes that every person should have a holistic and customized financial roadmap that fits their specific goals, needs, and desires for short-term gains and long-term wealth. Eunicia is a strong believer that those individuals seeking more for their money and wealth creation efforts deserve to know the unfair advantages that many financial advisors withhold from their clients.  Her Wealth Freedom Formula is a personalized financial consulting program offering insights into secrets that financial institutions (like the banks) do not want you to know. The clients that understand those financial secrets are positioned to experience significant gains in their financial outlook because they become empowered with the tips, tricks, and know-how to grow and protect their money… in a way that feels right to them.  In addition to her own business, Eunicia serves as a strategic advisor to several business-oriented groups. 

Episode Highlights Here:

 

Eunicia:

Most financial advisors are you’re in half an hour, 45 minutes an hour, and you’re out. And maybe you’ll see him again next year.

Pierce:

So your strategic partner’s alliances? How are you guys like all relatively vertically integrated? Or do you just have like a team that you’ve built that you? How does your How are you structured,

Eunicia:

we actually have a team of very close strategic partners that we’ve done our vetting. And for example, on the security side, I can’t tell you how many financial advisors I’ve heard, I’ve been a fly on the wall, I’ve been in meetings, I’ve listened to their philosophies, their ways of doing business. And as you can probably tell, I don’t work with people that are in a sales mode, I really don’t, or people that are just out to get the client into whatever product is top of mind or, you know, top of mind for the company for that month or that quarter. And so like, for example, on the security side, we have a very, very, very tight niche of individuals that we work with a small team that has been very thoroughly vetted that when we put in front of the client, the client will say things such as, and this is, this is real feedback that we’re getting Eunicia, I can’t believe how amazing that call was like we’ve had money in the market. But we never really understood that we have options. Even when it comes to that, right, we actually have options. And the fact that you and the team and the team primarily because they’re talking about the specific different strategies, that you were able to go into that level of detail and not feel like we’re being sold something that was huge, because most financial advisors are you’re in half an hour, 45 minutes an hour, and you’re out. And maybe you’ll see him again next year. That’s not how our strategic partners operate. And then when it comes to other types of strategic partners that are more diverse, and in areas that are very highly specialized, even in those cases, generally, we have a couple of references that clients can go to. So for example, CPA would be a great example, right, depending on what the client is trying to achieve, we might say, hey, we have I would recommend here, the two or three different CPAs that we work closely with, please go ahead and have a conversation with them, we’ll let them interview those CPAs to make sure that they feel comfortable. Because it’s the same thing, right? That we need to make sure that our clients don’t feel like they’re in a situation where they’re just working with someone that’s really good, but that they don’t resonate. And so our clients have options. And because they have options, again, there’s their stress there as well from that built-in automatically the way that we work with them.

Pierce:

How do you limit the I want to say limit the options so that people don’t get overwhelmed. But obviously, as you can probably like, as you’re building this puzzle, right of someone’s financial picture, right? You, you can see, hey, look like these are probably the best couple Do you? Do you lay everything out there? And just be like, here’s absolutely every possible thing like we could do? Or do you like, to vet a little bit and then offer them? Hey, here are three things we think would be the best in this situation? How do you keep from overwhelming your clients?

Eunicia:

That is such a great question. And I wish more people would ask it because frankly, that’s where I think a lot of people run into such problems, right? It’s either spending a little bit of time and giving it all to the client, or saying here are the top three things, but the client doesn’t understand the rest six that they have options do. And so what do we do we work on a consulting basis, right? So because of the financial consulting basis, that’s the reason why one of the other reasons why we’re so different. Because when we work with the clients, what we understand from working with hundreds and hundreds of clients is that they will be overwhelmed. And if we just go in and we say here are all of the different things that you can do, they’re gonna go, Oh, my God, you just, in my mind, just do it for me. But you know that we’re not in the business of doing it for clients, right? Because that’s gonna cost them money. It doesn’t matter who it is that does it for them. It’s kind of like the analogy when people say, I just want it done for me. What I turned around and will tell them is okay, what sport are you interested in? Okay, you’re, you’re an MBA kind of person. Wonderful. If, if this was the playoffs, and you’re so passionate about these playoffs? Are you going to respectfully ask your best friend to watch the game for you and then relay it to you to the best of their ability so that you can relive it somehow? Well, of course, I want to do that. Well, then why would you put the money that you’ve worked so hard for? And just trust that somebody else is going to enjoy that game? Just the same way that you would? Yeah. And they go, Oh, my God. So coming back to your question. The way that we approach the situation is first and foremost, we really dive deep and understand what is the client trying to achieve? Is this true on a personal side? Or if they’re a business owner? Are they looking to potentially say divest of the business in the next two to five years? Okay, based on all of that, then we start figuring out okay, what are the things that really we need to focus on first because Is there it’s a domino effect, right? And then we identify what is the first number one number two pieces of the domino that need to shift? And only after that, do we start saying, okay, okay, now we need to focus on whatever else needs to be done, but we tried to truncate it into categories. Are we working on liquidity? Are we working on taxes? Are we working on estate planning, like are what is the specific biggest category that we’re working on right now, then we dovetail it to that, and then we sequence everything else? And the shortest amount of time that we work with our clients is six months, typically, we’re working with our clients anywhere between six months to a year. And most of our clients, especially the business owners, we have agreements where they want us to continue on a retaining basis with them, because they see the value we were talking about, in many cases, hundreds of 1000s of dollars, their bottom line, because they didn’t know that they have options that perhaps were not discussed with them or shared with them in the past. And so we take a very, very strategic approach to do just that, to not overwhelm our clients and to make sure that they can actually sleep at night.

Pierce:

Awesome. So it sounds like you guys, as as, you know, financial leadership consultants, you are basically taking, taking the reins and saying, Okay, here’s from what you’ve told us. Here are the best ways to go about this breaking it down into each individual category. And then saying, okay, based upon your goals, and what we’re focusing on in this particular like, thing, here’s the options, and you’re not even talking about the rest of the stuff, right, that we’re just we’re getting really narrowed in and focused on that. And then once they’ve kind of done that, then you build on to the next plan. Is that kind of how it would work.

 

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About Eunicia Peret

 

How Understanding Our Options Is The Key To Unlocking Untold Financial Opportunities with Eunicia PeretShe is an accomplished financial expert and business owner with over 15 years of experience in the financial services industry.  Eunicia first honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.      Now her passion is to work with individuals who want to optimize their wealth and are looking to take control of their money, minimize tax exposure, and are motivated to seek the answers that the financial services industry is holding back.  She believes that every person should have a holistic and customized financial roadmap that fits their specific goals, needs, and desires for short-term gains and long-term wealth. Eunicia is a strong believer that those individuals seeking more for their money and wealth creation efforts deserve to know the unfair advantages that many financial advisors withhold from their clients.  Her Wealth Freedom Formula is a personalized financial consulting program offering insights into secrets that financial institutions (like the banks) do not want you to know. The clients that understand those financial secrets are positioned to experience significant gains in their financial outlook because they become empowered with the tips, tricks, and know-how to grow and protect their money… in a way that feels right to them.  In addition to her own business, Eunicia serves as a strategic advisor to several business-oriented groups. 

 

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