5X More Freedom and Growth: How to Leverage Your Team and Work Less - Paperback

by Jon Myers (Author)

Here's How to Leverage Your Team and Work Less You already know how to be a successful financial advisor. The confusing part is knowing how to grow your business by working less, not more. That's where we come in. We help people just like you leverage your team and time to grow your business 5x. Step 1: We invest time getting to know each other to see if we share common goals and values. Step 2: We help you determine if our team can help you and your practice. Step 3: We see if we can work together using a proven system to integrate concepts, with client and advisor satisfaction as our top priorities. Most advisors think it takes years and years of hard work and seeing client after client to grow their practice. Now you can multiply your results 5x while working half the time.

Author Biography

Jon Myers, CFP(R), MBA, ChFC(R), CLTC, CASL(R), is a financial advisor in Vestal, New York. He has 5 offices across upstate New York. His practice manages over $300 million and works directly with over 1,000 clients. Prior to becoming a financial advisor, Jon was a program manager for a large government contractor. As a program manager, Jon oversaw a $20 million annual budget and was responsible for cost and schedule of many programs. In the early 1990s, Jon, with the help of his wife, made the decision to become a financial advisor. In his 22 years in the business, Jon has risen to be in the top 1% of producers at his broker-dealer. His recent practice growth has been fueled by the purchase of 5 other practices and the recruitment of several advisors. Jon is a strong leader of his team of 14.