Savvy Brokers Club | Luntadila Paulo

Posted by Real Estate Moguls on 11/4/21 8:00 AM

The Savvy Brokers Club Podcast is about having conversations around how to make your money work for you. Luntadila Paulo sits down on this inaugural episode of the podcast to talk about his passion for helping people through finance and how the human element is the key to success.

Savvy Brokers Club | Luntadila Paulo

An accountant by trade, Luntadila started his business to help the small businesses who typically can’t afford a professional CPA or hire a firm to help them. It’s these people that Luntadila believes could benefit so much from the knowledge but because of the financial limitations, they often end up making a lot of bad decisions that cost them more in the long term. 

In his words, “We find ways to work with anybody in whatever place they are with their financial life. So we don't just do their books. We take a holistic approach in terms of their business and personal life.”

Real Estate Moguls Podcast

Oftentimes when it comes to helping people with their money, it comes down to what it is they want. However, it’s very common that most people don’t know what they want. Luntadila describes how he approaches his clients to help them with this obstacle. 

For him, he prioritizes two categories of information: the business side (revenue, employees, etc.) and the personal side (how were they raised to think about money?, are they married?, etc). 

“At the end of the day, if we're just transactional with the people we engage with, I don't believe that's the right way of doing business. When someone engages me for an accounting need, it's beyond accounting.”

In a world where money talks, Luntadila takes a fresh, human-centered approach. Join us on this first episode to learn more about his story and how he operates his business of helping people make money by truly understanding the person behind the money first.

 


 

Topics: Savvy Brokers Club