Breaking Through The Wall (ePub)
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. ...
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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.
founded the IFAM Capital, which Fidelity listed as one of the Top 100 RIAs.
Tim has been named to Barron's Top 100 Consultants list, ranked the #1 consultant in Colorado by the Denver Business Journal, and has received the Lifetime Achievement award from APIC. Tim sold his interest in IFAM at age fifty-one and now works with other advisors, teaching them how to scale their businesses through the lens of the mistakes he made.
Tim also uniquely runs his own family office, and has bought or started seven companies, later selling them to both strategic and financial buyers. These experiences have taught him how to be an out-of-the-box thinker, allowing him to bring solutions to the difficult problems facing the
families and business owners he serves.
- Autoren: Timothy Kneen , Smith Maxwell
- 2020, 234 Seiten, Englisch
- Verlag: Lumina Consulting
- ISBN-10: 1734488689
- ISBN-13: 9781734488685
- Erscheinungsdatum: 14.04.2020
Abhängig von Bildschirmgröße und eingestellter Schriftgröße kann die Seitenzahl auf Ihrem Lesegerät variieren.
- Dateiformat: ePub
- Größe: 2.36 MB
- Mit Kopierschutz
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