As a fellow financial advisor, I understand firsthand the joys that this job can bring you.
The saying in my firm is that you find your best life by helping others live theirs.
But I also understand the strain, the time commitments, the relationship obligations, the exhaustion and the endless pressures that may come with this line of work.
Financial advisors, by our fiduciary duty, feel the weight of each client on our shoulders.
During good economic times, you share exuberance with your clients.
During the bad times, you share the pain, frustration and loss.
After too many ups and downs,
this cycle can get taxing…
and for many advisors, unsustainable.
My passion is to help you stop living (as in, killing yourself) just for wealth… and instead live for wealth AND for the many other treasures that your life has in store for you.
I’ve had the great fortune of successfully guiding, coaching and supporting hundreds of financial advisors through different transitions in their lives.
Whether you are thinking about changing the style of your practice, moving from
one company to another, or positioning yourself for the next great chapter of
your life, it would be my honor to help you make this your wisest, most easeful,
and most profitable step forward.
Fill out the quick application form below to find out if you qualify for a