88 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 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler: In this first episode, I have a conversation with Rick Kahler, a financial planner in Rapid City, South Dakota who built his own practice to a stable of 100 clients and $200M in assets under management. by Financial Advisor Success