To download (for FREE) Joe Maas’s Advisor Empowerment book: Getting To Independent in a PDF format, click on the following link:
Joe Maas’s New Crypto Portfolio and Crypto Book (Read it for FREE)
If you missed last week’s newsletter, you missed out on the ability to:
1) Read Joe’s new book for FREE!
2) Sign up for the WEBINAR on his new Crypto investment strategy (SMA).
3) Download the Fact Sheet on Joe’s new crypto strategy.
Click on the following to learn about the Crypto strategy and read Joe’s book:
Who should read Joe’s Advisor Empowerment book?
https://advisorsharewm.com/advisor-empowerment-book
https://advisorsharewm.com/joes-crypto-strategy-book
1) Insurance agents considering getting a Series 65 license.
2) Series 7 licensed advisors with a B/D who are considering going independent.
3) Existing RIAs/IARs who want a more streamlined and profitable business.
In short, anyone reading this newsletter is a candidate to read this book!
The book is $24.95 on Amazon if you want a printed copy!
Summary from Amazon Books:
This simple and unique guide is designed specifically for you if you:
(1) are thinking about transitioning into your own independent financial practice.
(2) already have an advisory firm and are eager to improve your company’s efficiency so you can expand your clientele and services, and increase your revenue.
(3) are looking to build your career as an IAR.
Whichever situation is true for you, this guide will clearly show you how to make a successful transition so you have more business success, prominence, personal wealth, and the professional joy that comes with serving your clients well.
Table of Contents
(280-Page Book)
-Preface
-Introduction: How This Book Will Change Your Life
-Chapter 1: There Has Never Neen a Better Time to Go Independent
-Chapter 2: The Investment Advisory Business
-Chapter 3: Business Structure Possibilities for the Independent RIA
-Chapter 4: What Kind of Business Do You Want?
-Chapter 5: Writing Your Business Plan for Success
-Chapter 6: Writing a Business Plan
-Chapter 7: The “Terrible Ds” and Succession Planning
-Chapter 8: Contingency and Continuity
-Chapter 9: Creating Your Team
-Chapter 10: Compliance is a Highly Regulated Industry
-Chapter 11: Managing Client Assets
-Chapter 12: Outsourcing or In-House: Which is Best for You?
-Chapter 13: Transitioning Your Clients
-Chapter 14: Harness the Power of SAAM™
Appendices which include:
-The Problem and Solution
-New RIA Checklist
-Family Office Business Plan
