Ryan Morrissey

Ryan Morrissey, founder of Morrissey Wealth Management, shares his journey overseeing $140 million in AUM while specializing in retirement planning seminars. He reveals how hosting local educational seminars transformed his practice, allowing him to attract high-net-worth retirees. With a focus on participant engagement, charging nominal fees enhanced the perceived value of his classes. Morrissey discusses overcoming challenges in transitioning to RIA ownership and maintaining a simple service model, all while effectively converting attendees into loyal clients.