Building the Financial Firm I Envisioned
When I made the "entrepreneurial leap of faith," it was just me and one assistant. Today I manage over twenty trusted employees that will make sure business is growing, even when I'm not there...
.... I've become a published author and have guest written on publications like Barron's, Kiplinger, Fox Business, MSN Money, and many more...
...And now, after years of hard work (although its not hard when you love what you do), I get to live life on my terms - providing invaluable experiences I only ever dreamed of for my family and myself!
FREE TRAINING
Five Key Business Lessons for Financial Firm Success
With Kelly Campbell CFP, CMFC, ChFC, AIF
- The five-part framework necessary for building a seven-figure financial services firm.
- BONUS: "The Successful Seminar Template" that got me 20 appointments and 5 new clients last month.
- The importance of dedicating your time and effort to certain business-generating activities.
What You'll Walk Away With:
- What it takes to service almost 500 clients and over $700M in assets.
- Clarity on the next steps you should take if you are looking to accelerate your advisor career.
-
An opportunity to join a private group of advisors dedicated to doubling, tripling and even quadrupling their revenue.
Top Trainings and Resources for Financial Advisors
Listen, I know how it goes.
Kelly CampbellCFP, CMFC, ChFC, AIF
From $200K to $2M... then $7M
"I have been in this industry for 30 years, and understand what you will need to scale your financial services business to over $1M in revenue each year. Had I known what found out several years ago, who knows where I'd be.
What you will not need:
1) Hours upon hours of cold calling...
2) Expensive lead lists with low conversion rates
3) Sixty-eighty hour weeks
4) A $5,000 website
5) More Facebook ads
What you will need? Five actionable business lessons (and some hard work) that I cover in the video I just recorded.
Seriously.
What is there to lose? It's a 15 minute video.
To your success,
- Kelly"
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Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.
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