Timothy Smith

Timothy Smith, a former actor turned successful financial advisor and RIA founder, shares his transformative journey into finance. He stresses the importance of having a strategic plan, effective communication, and mentorship for career success. Tim highlights the challenge of transitioning firms and the need for self-awareness and lifelong learning in the advisory field. He advocates for a balanced approach between insurance and investment advice while setting bold goals to reignite passion in one’s career, revealing his target market of ultra-high-net-worth clients.