H. Jude Boudreaux
H. Jude Boudreauxage 37
Founder, Upperline Financial Planning
H. Jude Boudreaux is a double threat: a notable next-generation adviser and a master marketer.
The founder of Upperline Financial Planning and father of two hit the ground running, obtaining his CFP by age 25. He cut his teeth at a mutual fund company, an insurer and a broker-dealer, and now runs his own registered investment advisory in New Orleans.
Mr. Boudreaux reached a major turning point in his early 20s while working for the insurer. “I was trying to cold-call young families at night to talk about life insurance,” he recalled. “I hated that.”
Enter the biggest problem for advisers stepping out on their own: finding clients and getting your name out there. On the advice of a mentor, Mr. Boudreaux chose an unlikely route: that of service, doing probono work for people who had just lost their jobs.
But he also honed his marketing strategy, exploiting opportunities to write about financial planning on the web and being active on social media. “You have to think locally and about attracting people in your area,” Mr. Boudreaux said. “You can do that marketing online by writing about things that happen locally.”
And he cares about developing the next generation. Mr. Boudreaux has served as president of the Financial Planning Association’s NexGen, a network to encourage young planners. He also teaches personal finance and music finance at Loyola.
— Darla Mercado