How Community and Co-Working Fuel a Modern Financial Advisor – with Ben Voss

In this episode of Connections That Matter, Andrew sits down with independent financial advisor Ben Voss of Raymond James to talk about the human side of money: life transitions, trust, and the power of showing up in your community.

Ben shares how he built his book of business the hard way—knocking on doors for three years—then rebuilt momentum after COVID by anchoring himself in co-working spaces like Desk Chair and getting back into intentional networking. From helping clients roll over old 401(k)s to walking with them through divorce, business sales, and retirement, Ben focuses on being a calm, consultative voice instead of a pushy salesperson.

They also dig into how to make networking less dreadful and more meaningful: finding a “wingman,” choosing the right rooms, and going in with the mindset that you might meet a future best friend (or even your future spouse).

What we cover in this episode:

• How Ben became an independent advisor with Raymond James and what that actually means for his clients
• Why consistent contact and simple explanations matter more than fancy jargon
• How co-working at Desk Chair and hanging out at Sandoz turned into real friendships and client relationships
• The role referrals play in Ben’s business—from realtors and divorce attorneys to DJs and brewery owners
• Practical advice for people in transition (divorce, job change, selling a business, rolling over a 401(k))
• How to know if a financial advisor is a good fit for you—and what red flags to watch for
• Networking mindset shifts: embracing discomfort, finding a wingman, and not treating events like a chore

Why you should listen:

 This episode is for anyone who’s:

• An entrepreneur or professional who knows they should be networking more, but feels rusty or hesitant
• In a life or career transition and wondering when and how to bring a financial advisor into the picture
• Curious what a good advisor-client relationship really looks like (beyond product pitches and jargon)
• Looking for a real-world example of how genuine relationships and community can build a business over time

Ben’s down-to-earth approach to money, relationships, and growth will give you both confidence and practical next steps—whether you’re starting with $50 a month or managing multiple retirement and business accounts.

Connect with Ben Voss:

• Phone: [phone]
• Email: [e-mail]
• Website: https://www.raymondjames.com/benvoss
  
  

Want to come network with us?
Check out upcoming events and Next Level Networking sessions here:
https://www.eventbrite.com/cc/nia-next-level-networking-3697909