Alright – so today we’ve got the honor of introducing you to Mia Tepper. We think you’ll enjoy our conversation, we’ve shared it below.

Alright, Mia thanks for taking the time to share your stories and insights with us today. We’d love to hear you experience with and lessons learned from recruiting and team building.

I started recruiting pretty early on as I began my financial consulting business. My goal in building a team is to help others live the life of their dreams on their terms. Our education-first approach allows team members total flexibility both in their schedules and in how far they want to grow in this business.

I wake up every day knowing I have total freedom in my day. This allows me to live life on my terms traveling often and not according to what is dictated by PTO (paid time off) calendar when working for a company. When you work for yourself, my intrinsic motivation comes knowing I have a great message to share and unparalleled services to offer in the safe side of money. More on this later!

The excitement I feel while helping others have this kind of life is palpable! I love helping my agents achieve their highest potential. It gives me great joy teaching them how to fulfill their entrepreneurial dreams.

My team members are mostly part-time and start as dual career professionals. The careers they start from ranges from massage therapists who needed a break, to people in education who felt stifled by low pay and little time-off, to real estate professionals who needed a steady income in between sales, to seasoned professionals who wanted to help others. Earning according to their value without any limiting quotas was a goal they all had in common.

Great, appreciate you sharing that with us. Before we ask you to share more of your insights, can you take a moment to introduce yourself and how you got to where you are today to our readers.

I had a very successful career working in family business in STEM for 30 years! The lessons I learned along the way – from entry level to C-Suite role – helped me know how to run my business today.

Obtaining my MBA from UCLA Anderson provided pivotal guidance in the transition to start my own agency. Being an entrepreneur is very rewarding and each day brings new experiences with it. Life is never dull and no two days are ever the same. I love this about my career!

What I love even more is helping my clients learn how to protect themselves financially in case of extreme extended illness/accident or if they get diagnosed with a disease, such as cancer, Alzheimer’s or dementia or have a heart attack or a stroke. Nothing depletes savings or retirement accounts more than these diseases and many have to liquidate assets just to live. Why not let a policy take care of these things for you so you can focus on healing without worrying about finances or worse yet, claiming bankruptcy.

As we age, the next issue that is top of mind for many is worrying if our retirement money will run out or if we will have more years to live than money saved. Client have expressed concerns that their lifestyle may have to drastically change to live where they retire.

I loved seeing one of my clients’ faces when we sat down and I shared that they will make more money in retirement than they did working. This is a reality for many of my clients because what we offer is the unique possibility of zero loss while still having the option to grow their accounts tax-free and without any management fees. Knowing how to help them protect their wealth and create enough in retirement that they won’t outgrow is very rewarding!

For my clients who are interested in leaving a legacy for their family members or have great philanthropic aspirations, I also help them build and retain this kind of value in their accounts. Our account amounts never go down. That’s why I like working on the safe side of money where your principal and interest can only go up. Additionally, this is offered at no charge to my clients.

What’s a lesson you had to unlearn and what’s the backstory?

I had to unlearn that there is no such thing as a safe asset when it comes to money.

Long ago, I lost a lot of money when a stock that was up 300% went down to zero without any warning. I lost everything I had gained and all of the money I had initially invested in this account.

When I got introduced to the company I now partner with, I learned that there are accounts that do protect your initial principal and any gains achieved. This is what safe money is about!

Can you tell us about what’s worked well for you in terms of growing your clientele?

The most effective strategy for growing your clientele is to be authentic and value driven. When you love what you do and know that your promise to your clients of never losing a penny of their retirement is not only sincere, but backed by companies that have withstood the test of time, you can sleep well at night knowing that you have complete confidence in this strategy.

Referrals are the best indication of this trust from my clients. I also have partners who work on the non-safe side of money because they know what I offer is a great compliment to any portfolio.

Contact Info:

• Website: https://miastepper.mylivingbenefits.com/
• Linkedin: https://www.linkedin.com/in/miatepper

Image Credits

Photos taken by my husband, selfies or family members.