Constantinos Maniatis is an experienced businessman and financial advisor. He is the founder of Corps Capital Advisors, a Dallas-based wealth management firm that provides comprehensive financial planning and investment management services to individuals and families. Other services his company offers include risk assessment and allocation, wealth preservation, and performance reporting and feedback. Maniatis has over a decade of experience in the financial services industry. He has worked with clients of all ages and backgrounds, and he has a deep understanding of the financial needs of different types of investors. As a result, he can provide his clients with personalized advice that helps them reach their financial goals. Constantinos Maniatis started his career on the institutional bond trading desk at Merrill Lynch. He then moved to Morgan Stanley, where he set up a wealth management team with Thomas Morgan Jr. With a Bachelor’s Degree in Economics from Boston College, Maniatis is well-educated and has the knowledge and experience to provide quality services to his clients. He is known for his philanthropy and dedication to giving back to his community. He has participated in charities supporting various causes, from medical research to the arts. Maniatis is passionate about making a difference in the lives of others, and his charitable work has positively impacted many people’s lives.
How did you get started in this business?
Starting my own business was always something I knew I wanted to do. After working on the institutional bond trading desk at Merrill Lynch for a few years, I felt confident that I had the experience and knowledge to set up my practice. However, I didn’t want to go it alone, so I teamed up with a colleague who shared my vision. Together, we founded the company and have been successfully helping our clients achieve their financial goals ever since. It’s been a fantastic journey, and I’m grateful to have had the opportunity to turn my passion into a successful business.
How do you make money?
I usually start by consulting with the client to get to know them and their needs. After that, I put together a comprehensive financial plan with investment recommendations. I manage the investments for the clients and provide ongoing performance reporting and feedback. I also meet with clients regularly to review their progress and make necessary changes to their plan. I can help my clients reach their financial goals and improve their overall economic well-being by providing these services. In return for my services, clients pay me an annual fee based on a percentage of the assets I manage for them. This is how I make money.
How long did it take for you to become profitable?
It took the firm just shy of one year to become profitable. This was in line with our projections, and we’re incredibly pleased with the results. To achieve profitability, we focused on providing high-quality service to our clients and carefully managing our expenses. We’re proud to say that we’ve maintained a healthy bottom line while still delivering the level of service that our clients expect and deserve. We believe that this careful attention to detail has allowed us to succeed in a highly competitive industry. We’re confident that we can continue to grow our business and provide even better service to our clients.
When you were starting out, was there ever a time you doubted it would work? If so, how did you handle that?
When I started my wealth management firm, there were times when I doubted it would work. I was young and didn’t have a lot of experience in the industry. Plus, I was up against some pretty big names in the business. There were moments when I wondered if I had bitten off more than I could chew. However, I never let those doubts keep me from moving forward. I knew I had to continue pushing ahead and working hard if I wanted my business to succeed. So, I put my head down and kept going. Thankfully, all my hard work paid off, and my business is doing quite well. Whenever Doubt creeps in nowadays, I just remind myself of how far I’ve come and use that as motivation to keep going.
Do you remember how you got your first client?
I was starting to get desperate when a past client walked into my office one day. She said she loved my service and decided to give me a second try. From then on, things started to snowball, and before I knew it, I had a full-fledged business on my hands.
What is the toughest decision you’ve had to make in your professional life?
Making tough decisions is a part of every leader’s job description. However, some decisions are more complex than others. For me, the hardest decision I’ve ever had to make was choosing between two equally qualified candidates for a promotion. Both candidates had the same amount of experience and education and had both been with the company for a long time. After much deliberation, I eventually decided and promoted one candidate over the other. It was a tough call to make, but in the end, I think I made the right choice.
What is one marketing strategy (other than referrals) that you’re using that works really well to generate new business?
One strategy that I have found to be particularly successful is online advertising. By placing ads on popular websites and online directories, I have reached a large audience of potential customers. Additionally, online ads can be targeted to specific demographics, making them an efficient way to get my target market. Another advantage of online advertising is that it is relatively inexpensive, which has allowed me to stretch my marketing budget further.
What advice would you give to your younger self?
If I could go back in time and give my younger self some advice, there are a few things I would say:
- I would tell myself to slow down and enjoy the journey. Getting caught up in the destination can be easy, but it’s important to remember that the journey is just as important as the destination.
- I would tell myself to be more patient. Patience is a virtue for a reason, and rushing into things can often lead to regrets.
- I would tell myself to take more risks. Playing it safe is easy, but taking risks is how we grow and learn.
- I would tell myself to appreciate the little things. The small moments make life special, so make sure to savor them.
What do you think it is that makes you successful?
I think several things have contributed to my success:
- I have always been very driven and motivated. I am determined to see it through when I set my mind to something.
- I have always been willing to take risks. I believe that if you want to achieve something great, you have to be willing to put everything on the line.
- I am a very resilient person.
Whenever I have faced setbacks, I have always bounced back and worked even harder to achieve my goals. I think it is these qualities that have helped me to be successful in life.
What has been your most satisfying moment in business?
The most satisfying moment in my business has been helping people achieve their financial goals. I love seeing the relief on my client’s faces when they realize they are on track to reach their targets. It is gratifying to know that I have made a positive difference in their lives. Financial planning can be a complex and daunting task, but it is always worth it when my clients can achieve their dreams.
What does the future hold for your business? What are you most excited about?
We believe that the future is full of opportunity. We constantly strive to improve our services and expand our reach to serve our clients better. In the coming years, we plan to invest in new technology, including artificial intelligence and machine learning. We believe these tools will help us provide even more personalized service and advice. In addition, we are expanding our team of financial professionals so that we can better meet the needs of our clients. We are confident that these investments will help us continue to grow and prosper in the future.
What business books have inspired you?
One of the first business books I read was “The 7 Habits of Highly Effective People” by Stephen Covey. This book had a major impact on how I view myself and the world around me. Covey’s insights on personal effectiveness are just as relevant today as they were when the book was first published, and I often refer back to his ideas.
Another book that I would highly recommend is “The Power of Intention” by Dr Wayne Dyer. This book is about how to manifest your goals and achieve success in life, and it has helped me to focus my energies on what I want to achieve. Finally, I would also recommend “The E-Myth Revisited” by Michael Gerber. This book is about the importance of systems and processes in businesses, and it has helped me to streamline my business operations. These are just a few great business books, but they are some of my favorites.
Are you willing to be a mentor?
Yes, I would be happy to mentor upcoming professionals.