Navigating the Athlete Market: Strategies and Partnerships

This chapter explores the journey of breaking into the professional athlete market, highlighting the organic growth through referrals and the evolution into a strategic business model. It discusses the complexities broker-dealers face in managing financial services for athletes, and the importance of coaching and tailored support. The chapter also sheds light on a strategic partnership with a financial services company, emphasizing growth plans, legacy planning, and the balance between autonomy and collaboration.