Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin
Financial Advisor Success · Michael Kitces
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Show Notes
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