Chase Rubin - Private Financial Investor

Chase Rubin began his journey in real estate investments when he was working as a financial adviser. He experienced success when he took hold of the opportunity upon seeing the potential behind buying, selling and leasing properties.

Mr. Rubin is a prominent financial adviser, in the Philadelphia area, who has found a good footing in the investment world. He is considered one of the Northeast’s most known professionals, having been invited to several conferences to talk about his knowledge and expertise. He eventually learned from like-minded people in these speaking engagements and ultimately allowed him to start a financial planning business.

Prior to his financial advising business, Chase Rubin applied his knowledge and experience to help other businesses acquire properties. He then decided to start Rubin Investments Newsletter. The newsletter was a form of communication for aspiring investors who need financial advice regarding the stock market, foreign exchange, and real estate. His publication has garnered thousands of readers worldwide, providing his clients with important information to increase revenue and make informed decisions about investments.


How did you get started in this business? What inspired you to start this business?

They say that there are two types of people–the Math person or the Arts person. I was definitely into Math because I loved how equations work. I love how easy it is to understand a single concept and apply them in many ways. I didn’t have to memorize a whole lot of lessons, but I was surely excelling because of I loved how numbers work and how predictable they can be. During college, I started thinking about careers and how I could apply my love for mathematics. I decided that I was also interested in starting my own business, so financial planning was my best bet. So far, it has given me favorable results.


How do you make money?

My first job was actually working as a liaison for a higher management in an investment company. I was tasked to attend financial planning events and be a representative of our company during exhibits and conferences. By that time, I already knew a lot about investment, picking up from other people’s knowledge and skills. It took me two years to make a bold move and set out on my own as an entrepreneur. I am thankful for the experiences I earned from that first job, and I wouldn’t be as well-equipped as I am if it weren’t for those things I have learned.


How long did it take for you to become profitable?

I got into investment when I was referred by a college friend. We both graduated with degrees in business, so he knows a firm who is currently hiring liaison officers who are willing to do investment-related tasks. My friend invited me to their job application and I got hired.


When you were starting out, was there ever a time you doubted it would work? If so, how did you handle that?

My best day of work was the day where I hit my first 100 subscribers in my publication, Rubin Investments Newsletter. In the beginning, I doubted my capacity to branch out by myself. But as they say, you have to keep working to see results, especially at the beginning of your entrepreneurial journey. When I published my article, I added a side note wherein I thanked my 100 subscribers for their trust, it was somehow a symbolic moment for me looking back from where I started. I now have 10,000 investors who are subscribed to my newsletter and a good fraction of them are availing of my private services.


How did you get your first customer?

I kept myself motivated by reminding myself that not many people would be able to have this opportunity to share their voice. Now, I want to make use of that voice to inspire and educate others about real estate and to help them achieve financial freedom.


What is one marketing strategy (other than referrals) that you’re using that works really well to generate new business?

Real estate development is always changing, and I’m interested in the many additions that have been offered to us in the previous years. Recently, an investor and I talked about the concept of tiny home investments. Some would think it’s a “hippie” thing, but I realized that tiny homes can be as much value to a homeowner. Maybe not in financial terms, but the convenience and comfort it brings. Shared economy properties are also getting big too, such as Airbnb and other decentralized property rentals.


What is the toughest decision you’ve had to make in the last few months?

Real estate is something that’s deeply ingrained in me. I have always loved to find homes for people and giving them the best value for money. At present, I am looking forward to increasing my portfolio by including other investments such as more profitable stocks.


What do you think it is that makes you successful?

I love trying to learn new things in marketing. Not really unorthodox method, but I want to get into many ways to promote myself as a professional. So far, I am trying content marketing, targeted advertisements, as well ask the traditional networking with professionals in events. I am looking into video marketing as I have read about its upcoming popularity.


What has been your most satisfying moment in business?

I view accomplishments as something that gives value to other people, and not merely to promote myself. I have received several company awards here and there, but my greatest achievement is helping my clients achieve financial gains through my expertise.


What does the future hold for your business? What are you most excited about?

Perhaps I would tell my younger self to be more confident about starting as an entrepreneur. It took me two years to start my self-employment journey even if I was already planning from the beginning because I had too many hesitations. Being a perfectionist, I trained my mind that everything should be set in stone before I make my next step. But I realized that in entrepreneurship, there are instances where you just need to muster the courage and see where it takes you.


What business books have inspired you?

It might seem cliché, but “The Seven Habits of Highly Successful People” really helps me get back to basics. We all need reminders that habits are daily disciplines and the patterns we build through our habits can either make or break a business’ success.

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