Charting Success in the Financial Advisory World With Chris Roper

NAIFA's Advisor Today Podcast Series

Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice. His approach to business is characterized by his servant leadership, collaborative spirit, and personal goal to help over a million people. Chris has been honored as one of the National Four Under 40 by Advisor Today, recognizing his outstanding contributions to the financial advising industry.

In this episode…

Are you passionate about helping people achieve financial success and lead a life of adventure and continuous learning? Imagine the impact of guiding over a million individuals to thrive in their financial lives. What is required to realize this vision and embark on such a rewarding journey?

Financial advisor Chris Roper delves into the ingredients of a successful career in financial services, emphasizing the significance of passion, perseverance, and seizing the right opportunities. He reflects on his journey from arduous beginnings in the industry to attaining prestigious recognition as an Advisor Today National Four Under 40 recipient. Chris imparts valuable insights on the importance of striking a harmonious balance between a robust work ethic and self-care while underscoring the pivotal role of mentors in personal and professional development. Furthermore, he offers guidance to young advisors on navigating the complexities of the industry and expresses a strong commitment to collaboration for the collective advancement of clients.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Chris Roper, a seasoned financial advisor, about his journey and success in the financial advising world. Chris discusses how his early struggles forged a resilient financial advising career, the segmentation of his practice, why current financial advisors should consider acquiring practices as a growth strategy, and strategies for maintaining work-life balance.