A Firm Worth Building

by Rick Watson, Michael Clarke, Patrick Salimi

Overview

Advice-giving professionals, such as accountants, attorneys, financial advisors, and insurance agents share a common challenge in running their businesses. They prioritize practicing their specialty over their responsibility to run the business well. With no formal business education, the result is limited or chaotic growth and unnecessary personal stress. This book can unlock your firm's potential, opening new possibilities for growth and personal freedom.

Product Details

BN ID:	2940167499973
Publisher:	Rick Watson
Publication date:	08/11/2023
Sold by:	Draft2Digital
Format:	eBook
File size:	1 MB

About the Author

Rick Watson CLU, ChFC, CFP is the managing force behind several companies: a $500+ million AUM registered investment advisor firm, an investment fund, and a management company. In addition, as a founding partner of the National Referral Network, he helps professionals across the country strengthen and grow their businesses by helping them grow, run better, and maximize their exits.Early in his career, his team found that many financial advisors, attorneys, and accountants struggled to run their businesses effectively and that these firms faced similar issues. Most had zero training in effectively running a business, making achieving the growth they sought difficult. Rick's team routinely helps others strengthen their value proposition and find their worth, building systems that generate more internal referrals and greater overall successIn his business, Rick uses his knowledge and innovative methods to empower clients to grow and achieve their desired success. His accomplishments have opened the path to his own dreams, living with his family on a 5-acre horse ranch and wine-making operation in Loomis, California.

Michael Clarke is the co-founder of Protection Point Advisors as well as the director of advisor training. He maintains a substantial client book, meeting with clients and their professional advisors. He uses his many years of experience in the financial industry to build the messaging for the firm and guides a team that develops about 100 advisor development and client education programs every year. Michael also contributes to the National Referral Network by actively recruiting and referring members and creating customized video content.He lives with his wife in Culver City, CA.

Patrick Salimi is head of marketing, creative vision development, and recruiting for Protection Point Advisors and the National Referral Network. Patrick has an extensive background in creating defined processes for franchising. He is a recognized and sought-after expert in multi-level marketing, which he weaves into the company story, assisting the company in its growth efforts. He lives with his large extended family on a 20-acre ranch near Sacramento, CA.