Alfredo Cortés

Balancing financial advisors: Key strategies for sustainable growth without burnout

Current Membership Year:
2025
Total Membership Years:
12
Court of the Table Honors:
5
Top of the Table Honors:
1
Spanish
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Cortés explores practical strategies for managing a large client portfolio while maintaining personal well-being. Discover how to optimize your time, prioritize tasks and stay focused as you expand your business while enjoying a balanced and fulfilling life.

Alfredo Cortés is the CEO of Café Financiero Insurance & Wealth Management, a company that specializes in life insurance, retirement planning, personal finance and investments. Cortés holds a degree in management and international business and has 17 years of experience as a professional insurance advisor. He has been a consistent conventioneer at Seguros Monterrey New York Life since 2010 and is an MDRT Life member.