Ep 37: From Wholesaler to Financial Advisor: Building a Business on Relationships with Troy DeCastro
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Ep 37: From Wholesaler to Financial Advisor: Building a Business on Relationships with Troy DeCastro
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What happens when someone spends decades in the investment world before becoming a financial advisor later in their career? In this episode, Troy DeCastro shares his unconventional journey from actuarial science and investment consulting to wholesaling and eventually building his own financial planning firm. You’ll learn what he discovered during his 20 years as a wholesaler, why he made the transition to advising at age 53, and how relationships and long-term trust became the foundation of his business instead of traditional marketing or social media.
Listen in as Troy talks about a major turning point in his business: deciding to stop managing his own investment models so he could focus more on financial planning and client relationships. He also opens up about his approach to high-touch client service, working with multiple generations of families, communicating with clients throughout the year, and what he believes are some of the most important parts of being a financial advisor.