Executive Highlight

Erin Eiras

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CEO | Wealth Advisor, InVestra Financial
Business Founded: 2005
Phone: 9048807878
Email: [email protected]

Address:
1431 Riverplace Boulevard #910
Jacksonville, FL 32207

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How long have you been in your industry?Ive bern in finance since 2001, advice business since 2005
Why did you choose your industry?I feel this industry was chosen for me. My passion for helping people is at the heart of my practice. I lead through education and empowerment, helping clients to live lives of significance.
Who are your typical clients?Women and their families. High Net-worth individuals, business owners, corporate executives, Christians... specifically those that like to leverage other people knowledge / talents. Working with next generation Wealth transfers and protecting clients from taxes through tax planning, protecting assets from being unjustly taken, and setting goals or planning for the unexpected
What do you like best about being in this industry?Integrity is at the heart of my firm and the ability to truly make a difference in our clients lives fulfills my soul.
What are common problems you see?Lack of transparency, lack of success from advisors that are being paid to advise clients. My industry is full of 'advisors' who are in debt, living paycheck to paycheck and they are being paid to tell you how to manage your money. It's hard for clients to know who they should hire and who they shouldnt... with that said, I didn't come from money and had to build everything I have now. (We all must start somewhere) In a more general basis.. the economy is a headwind or sail for our business. Understanding the macroeconomic cycle and how that trickles down is very important in money management. Having a Financial Plan is a requirement to working with me... if we don't have a plan, why are we investing, why are we taking on more risk than is needed snd how would you ever know if you have enough to do and to reach the objectives you have written in your heart. It all starts with a (real) Financial plan done by a real planning business.
What advice/tips do you have for clients?Discipline is a requirement for success with wealth accumulation. You have discipline with dieting, and you know what you can eat and what you cannot eat. Discipline is involved when it comes to education... following a syllabus so that it builds up and can be tested on a quarterly basis. Then I ask, why when it comes to wealth, or a retirement plan is there no process in place to achieve those results? You need a plan but you also need to have a approach to money management, saving for retirement, education funding, how to build and create an exit plan for your business, and many other examples. Hire a professional that can guide you. You should also expect to pay them and make dedicated time to follow up and check in on that plan. The most successful business owners know their finances and almost all have trusted advisors guiding their decisions.
When is your busy season?Tax Season... seems we get a lot of hand holding questions during this season.
What keeps you up at night?The Fed
How do you market yourself to grow/expand your business?I spend a lot on marketing but not in the ways that most people would think. Most of mine are through client appreciation events, client appreciation gifts, and developing a very strong Professional Network (CPAs, Estate Planning Attorneys, Insurance Agents) Almost all of my business comes from referrals either through existing clients or these COI's. We do have a very strong online, social media branding that happens on a daily basis. We have a full-time marketing staff member who focuses on topics that either come up in the office, through client engagement, timely events happening and we push those out to educate and embolden the mass public.
How involved are you in the community?This would be a week spot for me. I'm a mom of three little children so most of my community involvement is either through their school, our church, and other professional peers of mine and events targeting educating myself for practice management, Market updates, or how to add value to my COI's.
What is your favorite not for profit or charity?Notation Brain Tumor Society or Alzhemier. Both have effected my family.
What advice would you give to someone thinking of getting into this business?I believe that this business is one of the most rewarding specifically for women. It provides the opportunity to fulfill God's desire in a woman's soul to be a helpmate. Every day I make an impact in my clients' lives. This leaves me very fulfilled not only because I am helping but I am also making significant strides both in my community and in my own Financial life. With that said the failing ratio of a new advisor in the first three years is 90%. Because of that stat it is imperative that you have a mentor that is willing to share with you things that worked for them, have open communication where you can be critiqued and are an able learner.
What do you enjoy doing in your free time?What free time? All joking aside, I like to spend time with my family or entertaining friends. Travel, baking, Formula 1 Auto racing, playing golf, attending religious services, traveling the world to attend glamorous spas, laughing and overall enjoying life!

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