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Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera

Financial Advisor Success

CHAPTER

The Revenue Income Perspective, Michael

The business is self-sustaining and who and I ran some numbers for you, Michael, in terms of kind of where I left off from 2017 as well to give you some updates there too. In 2018, I grossed 313,000 and net 197,000. That was the other important thing to note. Oh, and 2018, that's when we hired Ashley and I also took 50 vacation days that year. Yeah. You know, what really attracts me about this profession is like I get known these people in such an intimate way that a few other people in their lives have insight into them. To really like see them reach their goals and achieve their dreams and change their lives

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