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

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

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.

About the author (2020)

Maxwell Smith has over a decade of experience working within the financial services industry. He helped lead the creation of the operational platform and transition to independence for IFAM Capital. While at IFAM, he completed multiple M&A transactions and built out the marketing and sales team, helping increase gross revenues by nearly 50 percent. Having been a part of nearly $2 billion in transactions, today Max leverages his experience of growing IFAM Capital to consult other RIAs to help them scale operations and grow both organically and inorganically.

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