Description
Become The Advisor of the Future
Many financial advisors out there are facing a wall. They're generating $1-3 million in revenue; they're managing all the households they can; they have little time to spend with their own families. They feel like they're playing chief marketing officer, chief investment officer, CEO, CFO, chief compliance officer, and the chief technology officer all at once. There just aren't enough hours in the day.
This book is an insider's look into how to get past that wall. With a combined forty-five years of experience standing in your shoes, authors Tim Kneen and Max Smith share in this book all the failures they experienced and the resulting successes they had getting themselves over that wall that lead to a firm with over $10 million in revenue and $1 billion in sales. After navigating each phase of the industry themselves--from wire house, to RIA, to buying other RIAs, to monetizing half of their firm--they understand what it takes to succeed and are here to share it with you.
Author: Timothy Kneen, Maxwell Smith
Publisher: Lumina Consulting
Published: 04/14/2020
Pages: 234
Binding Type: Paperback
Weight: 0.70lbs
Size: 9.00h x 6.00w x 0.49d
ISBN13: 9781949639513
ISBN10: 1949639517
BISAC Categories:
- Business & Economics | Industries | Financial Services
- Business & Economics | Entrepreneurship
- Business & Economics | Organizational Development