Cristina Livadary is the CEO of Mana Monetary Life Design, an RIA primarily based in Los Angeles (that works nearly with shoppers nationwide) overseeing roughly $70 million in property below administration for 119 consumer households. Cristina’s agency helps “sandwich technology” shoppers by crafting monetary plans that handle their private wants and targets whereas additionally providing non-compulsory add-on planning engagements to deal with the monetary challenges of their ageing dad and mom, who could require assist sooner or later. This dual-focus strategy ensures complete assist for shoppers navigating intergenerational monetary tasks.
Hear in as Cristina shares how her private expertise navigating the challenges of caring for ageing dad and mom and younger kids impressed her to give attention to serving this area of interest. She additionally discusses how she transitioned her agency to a complexity-based payment construction, how she conducts 20-minute “match” conferences to find out whether or not potential shoppers will probably be a great match for her agency’s companies and payment mannequin, and the teachings she’s realized about creating outlined roles for brand spanking new hires so as to construct a cohesive crew.
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