Joseph Audia

Joseph Audia is a distinguished financial advisor known for his strategic acumen and dedication to promoting financial literacy. Born and raised in Hauppauge, New York, Joseph’s background is grounded in the values of hard work and community involvement, instilled by his parents. As a financial advisor at New Age Venture Capital, he specializes in helping individuals and businesses achieve their financial goals through astute investment strategies and personalized financial planning. Beyond his professional role, Joseph is deeply committed to educating the public on financial matters, advocating for financial literacy in schools to bridge the wealth gap. His passion extends into his community where he actively participates in local initiatives and coaches youth sports. Joseph’s dedication to both his clients and community embodies his belief in the power of financial education and informed decision-making to transform lives.

What is your typical day, and how do you make it productive?

My typical day starts with some quiet time for planning. I review my schedule, prioritize tasks, and set clear objectives. Being a financial advisor, much of my day involves meeting clients, analyzing market trends, and providing personalized advice. I ensure productivity by staying organized and using technology to manage my tasks efficiently.

How do you bring ideas to life?

When I have a new idea, whether it’s a strategy for a client or a community project, I discuss it with my team and peers. Gathering diverse perspectives and feedback helps refine the idea and develop a practical implementation plan.

What’s one trend that excites you?

The integration of technology in finance, especially advancements in digital banking and AI, excites me. These tools not only enhance our ability to serve clients with precision but also open up new avenues for personalized financial advice.

What is one habit that helps you be productive?

Setting and adhering to a strict schedule helps me stay productive. I allocate specific times for meetings, research, and personal time. This structure ensures that I remain focused and efficient throughout the day.

What advice would you give your younger self?

I would tell my younger self to worry less about the small setbacks. Every challenge is an opportunity to learn and grow. Focus on the big picture and keep pushing forward with determination.

Tell us something you believe almost nobody agrees with you.

I believe that the traditional banking system as we know it will be completely obsolete in the next few decades, replaced by digital-first finance companies that integrate financial services with daily consumer experiences seamlessly.

What is the one thing you repeatedly do and recommend everyone else do?

I recommend continually educating oneself. The financial sector is rapidly evolving, and staying updated with the latest trends and regulations is crucial. Regular education and training enhance your skills and keep you competitive.

When you feel overwhelmed or unfocused, what do you do?

When I feel overwhelmed, I take a break to go fishing. It’s a way to clear my mind and regain focus. Disconnecting from the immediate pressures allows me to return with a fresh perspective and renewed energy.

What is one strategy that has helped you grow your business or advance in your career?

Prioritizing client satisfaction. I always strive to exceed client expectations by providing personalized and thorough financial planning services. This commitment to excellence has not only helped in retaining clients but also in generating new business through referrals.

What is one failure in your career, how did you overcome it, and what lessons did you take away from it?

I overlooked the importance of digital skills in finance. I failed to adapt quickly to new technologies, which temporarily set me back. I overcame this by committing to continuous learning. The key lesson was to always be adaptable and forward-thinking.

What is one business idea you’re willing to give away to our readers?

A financial literacy app tailored for high school students that gamifies learning about investing, saving, and financial planning. Engaging young people early in these topics can make a huge difference in their futures.

What is one piece of software that helps you be productive? How do you use it?

I rely heavily on CRM software to manage client relationships. It helps me keep track of all client interactions, manage appointments, and stay up to date on client needs, which improves efficiency and service quality.

What is the best $100 you recently spent?

The best $100 I recently spent was on a set of new books on behavioral finance. Investing in my education allows me to stay informed and provide better advice to my clients. Continuous learning is key in the financial sector.

Do you have a favorite book or podcast from which you’ve received much value?

“The Intelligent Investor” by Benjamin Graham has been instrumental in shaping my investment philosophy. Its principles of value investing and investor psychology are timeless and have guided me throughout my career.

What’s a movie or series you recently enjoyed and why?

I recently enjoyed watching “Billions.” It’s a fascinating look into the high-stakes world of finance and power dynamics, filled with strategic maneuvers and business lessons, although dramatized for entertainment.