Overview

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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9781949639513

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Reviews

This book is a practical roadmap that should be read by all those whose passion is serving clients and building truly exceptional and sustainable entrepreneurial enterprises. I've been in this industry for a long time, and have proudly worked with thousands of advisors. ­There is a reason why so few advisors reach the $10 million in annual revenue that Tim and his team reached. ­ This book tells of what you need to do to be one of those advisors. It speaks to the traits that nearly all successful advisors have--they work on growing their business and setting the standards for how the organization will serve clients rather than the business; they rely on outsourced partners and team members to handle running the business, operations, reporting, compliance, technology, etc.; and they learn from people who have successfully scaled to grow the business. Tim has experienced success in this industry across every business model, from full service employee advisor to RIA. His hands-on experience in building total enterprise value for himself, his partners, and his family has specific lessons for anyone looking to take their business to the next level. Jamie Price PRESIDENT AND CEO, ADVISOR GROUP I had the privilege of working closely with Tim and Max for over two years ... They are passionate in ensuring that the people that they work with learn from their history, and build a business that will bring peace. It is very challenging to find insight within all aspects of the business from one source, [but] Tim and Max bring practical insight to [any part] of a company ... I have no doubt that this book will be a valuable resource to all that utilize it. Justin Ross PRESIDENT, ACCELERATED WEALTH, LLC

This book is a practical roadmap that should be read by all those whose passion is serving clients and building truly exceptional and sustainable entrepreneurial enterprises. I've been in this industry for a long time, and have proudly worked with thousands of advisors. -There is a reason why so few advisors reach the $10 million in annual revenue that Tim and his team reached. - This book tells of what you need to do to be one of those advisors. It speaks to the traits that nearly all successful advisors have--they work on growing their business and setting the standards for how the organization will serve clients rather than the business; they rely on outsourced partners and team members to handle running the business, operations, reporting, compliance, technology, etc.; and they learn from people who have successfully scaled to grow the business. Tim has experienced success in this industry across every business model, from full service employee advisor to RIA. His hands-on experience in building total enterprise value for himself, his partners, and his family has specific lessons for anyone looking to take their business to the next level. Jamie Price PRESIDENT AND CEO, ADVISOR GROUP I had the privilege of working closely with Tim and Max for over two years ... They are passionate in ensuring that the people that they work with learn from their history, and build a business that will bring peace. It is very challenging to find insight within all aspects of the business from one source, [but] Tim and Max bring practical insight to [any part] of a company ... I have no doubt that this book will be a valuable resource to all that utilize it. Justin Ross PRESIDENT, ACCELERATED WEALTH, LLC

This book is a practical roadmap that should be read by all those whose passion is serving clients and building truly exceptional and sustainable entrepreneurial enterprises. I've been in this industry for a long time, and have proudly worked with thousands of advisors. There is a reason why so few advisors reach the $10 million in annual revenue that Tim and his team reached. This book tells of what you need to do to be one of those advisors. It speaks to the traits that nearly all successful advisors have--they work on growing their business and setting the standards for how the organization will serve clients rather than the business; they rely on outsourced partners and team members to handle running the business, operations, reporting, compliance, technology, etc.; and they learn from people who have successfully scaled to grow the business. Tim has experienced success in this industry across every business model, from full service employee advisor to RIA. His hands-on experience in building total enterprise value for himself, his partners, and his family has specific lessons for anyone looking to take their business to the next level. Jamie Price PRESIDENT AND CEO, ADVISOR GROUP I had the privilege of working closely with Tim and Max for over two years ... They are passionate in ensuring that the people that they work with learn from their history, and build a business that will bring peace. It is very challenging to find insight within all aspects of the business from one source, [but] Tim and Max bring practical insight to [any part] of a company ... I have no doubt that this book will be a valuable resource to all that utilize it. Justin Ross PRESIDENT, ACCELERATED WEALTH, LLC

Author Information

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. 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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