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

Become The Advisor of the FutureMany financial advisors out there are facing a wall. ­Theyre generating $1-3 million in revenue; theyre managing all the households they can; they have little time to spend with their own families. ­ They feel like theyre playing chief marketing officer chief investment officer CEO CFO chief compliance officer and the chief technology officer all at once. ­There just arent enough hours in the day.This book is an insiders 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.