20+ advisors have booked consults so far and it’s been a blast!

We’ve gone through:

• Branding, marketing, and how to get real inbound
• Portfolio construction, tax-aware strategies, and how to talk about them
• Referrals to CPAs, investment managers, family offices, etc.

The reality is I started an RIA with the attitude that I’d bring enough brute force and persistence to eventually figure it out.

It took a lot of mistakes, paid consulting, coaching, and advice.

Now I can hand people the shortcut so you don’t have to make the same mistakes I did.

So far everyone that’s had a consult has had a great experience and I really enjoy doing it!

If you want to book one for yourself just go to my taxable investment consulting company page on linkedin.