95 min listen
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin
ratings:
Length:
78 minutes
Released:
Mar 28, 2017
Format:
Podcast episode
Description
As a serial entrepreneur, Steve Lockshin has founded several businesses in the advisory industry. Listen to this week’s episode to learn how he got started as a financial advisor without any experience in the field and how he created and sold a software company without a background in programming. Steve shares his journey from insurance into financial advising and how he got started. You’ll hear the lessons he’s learned from selling companies, his entrepreneurial successes (and failures), and growing his revenue 100% every year. Get the full show notes and transcript for this episode at: https://www.kitces.com/13
Released:
Mar 28, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney: Tim Delaney talks about how he made the transition away from 23 years of tax accounting to full-time planning. by Financial Advisor Success