Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions

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Lumina Consulting, Apr 14, 2020 - Business & Economics - 234 pages
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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.

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About the author (2020)

Timothy Kneen has spent over three decades providing financial consulting services to UHNW and institutional clients. He spent nearly twenty years at Smith Barney/Citigroup and later 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.

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