What are 3 words people use to describe you?
Generous. Ambitious. Disciplined.
What are you most grateful for?
Good health and family, without either one life wouldn’t be the same.
What gets you excited about life?
The belief that whether in business or with our relationships there are no limits to where we can go.
What is the best advice you have ever been given?
Never burn a bridge because one day you may want to go back.
How do you define success?
Being the best you - as a parent, spouse, friend, provider, and human being.
What life lesson did you learn the hard way?
You don’t always have to be right. It’s usually best to be quiet and listen.
Erik Mora, RICP®, co-founded Freedom Partners in August 2017. Erik has been in the financial services business since 1997. Erik’s responsibilities at Freedom Partners (FP) is to work with FP’s partner advisory firms on their strategic marketing, brand development and to act as their day-to-day business and marketing consultant. Erik’s activities focus on driving revenue, increasing AUM, and overall business efficiency for FP’s partner advisors.
Freedom Partners provides hands-on support and training that focuses on enhancing and refining the people, processes, and poetry of the partner advisory firms they serve. Their goal is to increase revenue, reduce costs, and help increase enterprise value. Freedom Partner’s A-Z back-office support is delivered by their team of professionals that have had long-standing careers in financial services. Their experience has been in roles working closely with advisors, but also as top-tier sales representatives in client-facing sales roles. They have successfully helped build and run a RIA and have experienced the full life cycle of a firm.