Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement With H. Adam Holt
Financial Advisor Success
00:00
How to Be a Successful Financial Planner
I was a nerd. I wanted to brainiac everything. So in 2000, I had created some credibility as a young kid that is surprising people. After two years of doing that, we had accumulated about 11 million of assets because we were trying to come at it from an SMA account or outsourced tamp. The fees were like 2 and a half percent all in, even at high ends values,. We weren't beating the incumbents. And after two years of that, I was just burning out and I wanted to get back into planning.
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