Breaking Through The Wall Breaking Through The Wall

Breaking Through The Wall

A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions

    • $9.99
    • $9.99

Publisher 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.

GENRE
Business & Personal Finance
RELEASED
2020
April 14
LANGUAGE
EN
English
LENGTH
234
Pages
PUBLISHER
Lumina Consulting
SELLER
Ingram DV LLC
SIZE
2.8
MB
Adapt or Die Adapt or Die
2014
Hit the Ground Running: A Survival Guide for New Financial Advisors Hit the Ground Running: A Survival Guide for New Financial Advisors
2013
Start-Up Smarts Start-Up Smarts
2009
Small To Great Small To Great
2018
Courage to Lose Sight of Shore Courage to Lose Sight of Shore
2020
Confessions of an Entrepreneur Confessions of an Entrepreneur
2022