Advisor Spotlight- Carlos Ferreira
By Andrea Young on August 2, 2023
What’s your role at LWM?
I am currently an Associate Wealth Advisor here at LWM. Along with my role servicing clients, I am also on the trading and portfolio management team.
How important is overall financial planning with your clients?
I believe the financial plan is the foundation of which we build from. The plan sets the goals and gives us insights to the amount of risk needed to reach these goals. Planning also gives our client the biggest insights and status on their financial future.
What is your daily mantra – personally and professionally?
I like to think I live by the golden rule. Do unto others as you would have them do unto you.
If you were to listen in on your clients’ conversations with their friends and family, what would they say about you?
With everyone I encounter, I would hope they would say that I was a good person and did right by them.
How do you incorporate the head and heart with your clients?
In many of my meetings, I bring up the LWM head and heart motto and state that I’m a heart guy. This opens the conversation allowing me to ask about them as people, and what they want their retirement to look and feel like.
What is the biggest lesson you have learned in your career?
That people are people. We all have our issues, insecurity, strengths, goals, etc. In this career, we ask questions that our clients may not have thought about yet, so we must give them time to work through their thoughts and feelings.
What is the most fun you have in your business?
The most fun I have is when we are able to show our clients that they are thinking too small about their wants or wishes. I remember doubling a client’s travel budget during a meeting, and the joy I saw in their eyes was so rewarding.
Do you have any hobbies?
I am currently into Bourbon collecting.
To learn more about Carlos Ferreira, click HERE.
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