When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.
In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.
Inside, you'll discover:
Whether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.
Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's.
Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.
Matthew Jarvis is recognized around the world as having built (and now sold) one of the most efficient and profitable lifestyle practices. In addition to building his own RIA (Jarvis Financial Services), Jarvis has coached thousands of advisors, and the podcast he cohosts, The Perfect RIA, has been downloaded more than two million times. His first book, Delivering Massive Value, remains an industry best seller.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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Paperback. Etat : new. Paperback. When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP, and Matthew Jarvis, CFP, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.Inside, you'll discover:Why most financial advisors dramatically underestimate the value of their businessThe hidden mistakes that can cost millions in a saleHow buyers evaluate growth, profitability, systems, and leadershipWhat separates a practice from a true enterprise businessHow to evaluate offers, negotiate effectively, and avoid common trapsThe steps you can take today to increase both profitability and enterprise valueHow to create successful outcomes for clients and team members throughout the transitionWhether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability. N° de réf. du vendeur 9798895741443
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Paperback. Etat : New. When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.Inside, you'll discover:Why most financial advisors dramatically underestimate the value of their businessThe hidden mistakes that can cost millions in a saleHow buyers evaluate growth, profitability, systems, and leadershipWhat separates a practice from a true enterprise businessHow to evaluate offers, negotiate effectively, and avoid common trapsThe steps you can take today to increase both profitability and enterprise valueHow to create successful outcomes for clients and team members throughout the transition Whether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's. N° de réf. du vendeur LU-9798895741443
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Taschenbuch. Etat : Neu. nach der Bestellung gedruckt Neuware - Printed after ordering - When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.Inside, you'll discover:Why most financial advisors dramatically underestimate the value of their businessThe hidden mistakes that can cost millions in a saleHow buyers evaluate growth, profitability, systems, and leadershipWhat separates a practice from a true enterprise businessHow to evaluate offers, negotiate effectively, and avoid common trapsThe steps you can take today to increase both profitability and enterprise valueHow to create successful outcomes for clients and team members throughout the transitionWhether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's. N° de réf. du vendeur 9798895741443
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Paperback. Etat : new. Paperback. When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP, and Matthew Jarvis, CFP, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.Inside, you'll discover:Why most financial advisors dramatically underestimate the value of their businessThe hidden mistakes that can cost millions in a saleHow buyers evaluate growth, profitability, systems, and leadershipWhat separates a practice from a true enterprise businessHow to evaluate offers, negotiate effectively, and avoid common trapsThe steps you can take today to increase both profitability and enterprise valueHow to create successful outcomes for clients and team members throughout the transitionWhether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's. This item is printed on demand. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability. N° de réf. du vendeur 9798895741443
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Paperback. Etat : new. Paperback. When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP, and Matthew Jarvis, CFP, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, and families.Inside, you'll discover:Why most financial advisors dramatically underestimate the value of their businessThe hidden mistakes that can cost millions in a saleHow buyers evaluate growth, profitability, systems, and leadershipWhat separates a practice from a true enterprise businessHow to evaluate offers, negotiate effectively, and avoid common trapsThe steps you can take today to increase both profitability and enterprise valueHow to create successful outcomes for clients and team members throughout the transitionWhether you're planning a liquidity event now or years from now, the decisions you make today will determine whether you build generational wealth or leave millions on the table.Every advisor will eventually exit their practice. The question is whether it happens on your terms or someone else's. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. N° de réf. du vendeur 9798895741443
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