Today we’d like to introduce you to Jose Lopez.
Jose, we appreciate you taking the time to share your story with us today. Where does your story begin?
I’ve been in the financial industry for a long time on and off. I started my career over 15 years ago with JP Morgan and later started my own fitness/gym business in New York after 4 great years in business we were forced to close and later I relocated to Orlando and opened a new gym in the Kissimmee area called MUV The Gym. During this time I was called back into the finance world but this time focusing on life insurance and retirement products and founded Lineage Financial Group. My team of agents and myself work remotely helping anyone within the 50 states. My latest venture; LeadzTech-AI is a tech and lead generation company that allows agents, doctors, lawyers and many other professionals scale their business using my platform powered by AI.
We all face challenges, but looking back would you describe it as a relatively smooth road?
It’s never a “smooth road!” In fact it’s always bumpy!
Owning my own businesses has always kept me on my toes and demands that I constantly pivot to make sure we’re successful. Continually educating and studying individuals within my respective industries has always helped me and more importantly kept me motivated and disciplined to want more!
Can you tell our readers more about what you do and what you think sets you apart from others?
At this stage of my life I really do enjoy helping others find their purpose in life. The greatest joy is to be able to provide for my family all while helping others do the same for their families.
Networking and finding a mentor can have such a positive impact on one’s life and career. Any advice?
Mentorship and networking is imperative to self development on a personal and professional level. I always challenge myself to be around like minded individuals but more importantly; individuals that can provide a broader perspective to help guide me towards accomplishing goals I set out. As they say “if you’re the smartest person in the room; you’re in the wrong room!”
Contact Info:
- Website: https://www.lineagefinancialgroup.com
- Instagram: @the_lineage_group @leadztech.ai @iam_jlopez
- Facebook: https://m.facebook.com/LineageFinancialGroup/
- Other: https://www.leadztech-ai.com
