CAPitalize your time today by tuning in to Edward Purmalis as he talks to Christopher Panagiotu in another exciting episode of The Level Up Show. Chris is a fellow podcaster of “CAPitalize Your Finances” and the founder of CAPitalize Your Finances LLC, a company dedicated to helping people to develop confidence in their financial health.
A financial planner and a lifelong investor, Chris has come a long way from building an amazing financial planning business from $0 to $108 million under his company's oversight. Chris will be sharing with Edward his professional journey and why investing is very important.
HIGHLIGHTS
Getting into finance
Getting into entrepreneurship from a good position
Starting CAPitalize Your Finances
Investing in people, relationships, and work ethics
Helping yourself, to be capable of helping others
QUOTES
Christopher: “The biggest piece of advice I could give is to always be upfront.”
Christopher: “In our industry, there's not a lot of loyalty, I'll be really honest with you. It's a cutthroat industry. It can be ruthless in a bad way. And I saw people take advantage of that Lucia and I just told myself, ``I'm not going to be that person.”
Christopher: “If you do the best work for the people that have already put that trust and faith in you, the rest will follow.”
Edward: “Every day you have a million opportunities to build new relationships, but I can tell you what, if you're going to crash and burn one of them, you will never have an opportunity to remake.”
Christopher: “I would say that I would call a decent amount of the success that capitalizing your finances has had, not to the way that I financially plan for people, but in the way that I help people when no one else helps them, because I didn't have that when I started.”
Christopher: “The best way that you're going to be able to help people reinvest in people is if you first reinvest in yourself.”
Learn more about Christopher in the link below:
LinkedIn: linkedin.com/in/christopher-panagiotu-cfp®-crps®-13a573176
Podcast: https://capitalizepodcast.com/
Website: capitalizeyourfinances.com/
Spotify: https://open.spotify.com/show/2eaXdmgmuEygxHfCvS6kij
Learn more about Edward in the link below:
LinkedIn: https://www.linkedin.com/in/edward-purmalis/