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

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Published
Lumina Consulting, 2020.
Status
Available Online

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Format
eBook
Language
English
ISBN
9781734488685

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Citations

APA Citation, 7th Edition (style guide)

Timothy Kneen., Timothy Kneen|AUTHOR., & Smith Maxwell|AUTHOR. (2020). Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions . Lumina Consulting.

Chicago / Turabian - Author Date Citation, 17th Edition (style guide)

Timothy Kneen, Timothy Kneen|AUTHOR and Smith Maxwell|AUTHOR. 2020. Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions. Lumina Consulting.

Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)

Timothy Kneen, Timothy Kneen|AUTHOR and Smith Maxwell|AUTHOR. Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions Lumina Consulting, 2020.

MLA Citation, 9th Edition (style guide)

Timothy Kneen, Timothy Kneen|AUTHOR, and Smith Maxwell|AUTHOR. Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions Lumina Consulting, 2020.

Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.

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Grouping Information

Grouped Work ID1be61d49-1579-0b80-c5ba-b3b88fa021a3-eng
Full titlebreaking through the wall a financial advisors guide to grow scale and monetize your business for millions
Authorkneen timothy
Grouping Categorybook
Last Update2024-05-15 02:01:00AM
Last Indexed2024-05-18 02:37:19AM

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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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