Step into the world of innovation and excellence with “Industry Champions”! Join us as we celebrate the trailblazers who are redefining success across diverse industries, sharing their journeys, strategies, and secrets to thriving in competitive landscapes. Today our host, Olivia Rouse, spoke with Seve Roche of PFS Investments.
Seve Roche
Representative at PFS Investments
Website Address: https://therealhowmoneyworks.com/us/severanroche
Transcript:
Olivia:
Hi, and welcome to another segment of Industry Champions, where we highlight the best and brightest in the industry. This is your host, Olivia Rouse, and I’m so excited to be joined by Seve Roche with PFC Investments. So thank you for joining us today.
Seve:
Hey, I’m just happy to be here. Thanks for having me.
Olivia:
Absolutely. It is such an honor. We were just having a great conversation, but I would love to start with asking, what’s been bringing you joy in your work?
Seve:
Yeah, for sure. I think the biggest thing that brings me joy is being able to educate people when it comes to their finances. It’s unbelievable how many people I sit down with that really just don’t even know where to start.
I feel like with the internet, there’s so much information available to us that everyone’s got their own opinion. It’s so hard to decipher who’s telling the truth, who has your best interest at heart, and what the right path is to take. So the education piece definitely brings me joy.
Olivia:
I love that. You just educated me on a number of things that I didn’t even know. One of them was life insurance and how undereducated we are. Can you tell us a little bit more about what we generally don’t know about life insurance?
Seve:
Yeah, absolutely. Not to get too deep into the weeds, but there are so many different kinds of life insurance. Obviously, if you’re the agent and you make a higher commission doing one thing than another, you’re incentivized to sell that product. So many families are being taken advantage of.
Number one, they don’t understand how their policies work. Number two, they have a lot of money parked in products that their family is never going to see. It’s unfortunate because that’s someone’s financial stability.
If you’re married with kids, you have a lot of financial responsibility depending on your income. One wrong step — if something happens to you tomorrow — your family could be in a hole they can’t get out of. You’re talking about losing the house, maybe having to work multiple jobs just to survive. That’s a scary situation, so it’s not something to play around with.
Olivia:
Definitely not. That’s something you’ve already instilled in me — acknowledging where I feel uncertain about my finances so I can take proactive steps instead of reactive ones.
Tell me a little bit about the people who work with you. What are they usually feeling when they get started? I know for myself, getting started felt scary and daunting.
Seve:
Yeah, absolutely. Everybody’s different, and that’s what I love about it. No appointment is ever the same.
It’s about taking people where they are and bringing them where they need to be. It doesn’t matter where you start — it’s where you finish.
From the beginning, I understood that people might be scared walking in, but if I can help them feel better and give them peace of mind by the end, that’s what matters.
Olivia:
That’s a beautiful perspective. Meeting people where they are so you can guide them to financial security and success is so important.
So tell me, in these crazy times, what are you excited about for the future as you continue helping people shift their mindset around finances?
Seve:
I’m excited because I don’t think we’re at the peak of AI yet. There’s still so much growth opportunity. We’re just in the early stages of what it could become.
Even with the market pulling back a little, normal corrections, and things happening globally, it can create fear when people see the market going backwards — especially after years of steady growth.
It’s important to understand your game plan and stick with it. The last thing you want to do is abandon your plan when things get uncertain.
Olivia:
I love that — not forgetting the end goal. It’s so easy to get shaken up, but staying the course is key to success.
So where can people find you and stay connected with everything you’re doing?
Seve:
Absolutely. On Instagram, underscore sev underscore social media. I post a lot of business content there.
Also, my website: therealhowmoneyworks.com/severanroche. There’s a lot of free education — great principles for paying off debt faster, paying off your home, and understanding concepts like dollar-cost averaging.
There’s something there for everyone, no matter where they’re starting.
Olivia:
That’s awesome. Thank you so much for sharing your knowledge. I know this is just the tip of the iceberg.
And thank you all for tuning in to another segment. We’re excited to see you on the next episode.Seve:
Thank you so much for having me.
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