I help financial advisors raise their profit without spending a dollar more on marketing.

• Jan 2015 - Present

Enlightening Financial Advisors to the “Revenue Myth” of thinking that more revenue means success. This is a common thought error that is influenced by advice from FMOs, Broker-Dealers, Turn-Key Asset Managers, etc. Commonly these vendors are valuable to running your business, however, if you want to have fewer hours in the office, more free time, and more money, you can learn to become a system-based practice. Profit goals, not revenue goals are the keys to a successful… Show more Enlightening Financial Advisors to the “Revenue Myth” of thinking that more revenue means success. This is a common thought error that is influenced by advice from FMOs, Broker-Dealers, Turn-Key Asset Managers, etc. Commonly these vendors are valuable to running your business, however, if you want to have fewer hours in the office, more free time, and more money, you can learn to become a system-based practice. Profit goals, not revenue goals are the keys to a successful business. Check out www.therevenuemyth.com for a more in-depth look at this myth and what you can do to reach the goals you really want. 👉 Please reach out and connect with me here or email me at dan@advisorarchitect.com Show less Enlightening Financial Advisors to the “Revenue Myth” of thinking that more revenue means success. This is a common thought error that is influenced by advice from FMOs, Broker-Dealers, Turn-Key Asset Managers, etc. Commonly these vendors are valuable to running your business, however, if you want to have fewer hours in the office, more free time, and more money, you can learn to become a system-based practice. Profit goals, not revenue goals are the keys to a successful… Show more Enlightening Financial Advisors to the “Revenue Myth” of thinking that more revenue means success. This is a common thought error that is influenced by advice from FMOs, Broker-Dealers, Turn-Key Asset Managers, etc. Commonly these vendors are valuable to running your business, however, if you want to have fewer hours in the office, more free time, and more money, you can learn to become a system-based practice. Profit goals, not revenue goals are the keys to a successful business. Check out www.therevenuemyth.com for a more in-depth look at this myth and what you can do to reach the goals you really want. 👉 Please reach out and connect with me here or email me at dan@advisorarchitect.com Show less

Owner| Certified Financial Planner & Wealth Coach Serving the Greater Cincinnati

• Jan 2002 - Present

President | Financial Advisor & Coach

• 1996 - 2001

Field Vice President

• 1993 - 1996

Assistant Vice President

• 1990 - 1993

Underwriter

• Jun 1985 - May 1990