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Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions
Timothy Kneen
(Author)
·
Maxwell Smith
(Author)
·
Lumina Consulting
· Paperback
Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions - Kneen, Timothy ; Smith, Maxwell
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Origin: U.S.A.
(Import costs included in the price)
It will be shipped from our warehouse between
Thursday, July 18 and
Thursday, July 25.
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Synopsis "Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions"
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.
