Anthony Whitbeck, Cfp, Clu Email & Phone Number

We help financial advisors grow their practice by offering a three-step approach (A.I.M.) of Assessing their practice, Identifying areas of improvement, and Mapping out their process with one-on-one on-going consulting.✅ Have you thought about what you would like your practice to look like 5 years down the road?✅ Is the plan to get there a bit hazy?✅ Do roadblocks like increased compliance and evolving technology make you uncertain of your pathway?✅ Are you concerned about finding the right successor and how to monetize the value of your business?If you answered ‘Yes!’ to any of these. Then keep reading 👇👇👇I know the pain that comes with not having a solid plan for your advisory practice. I have been in the financial industry for over thirty years and have assisted in the sale of over 50 financial advisory practices and trained over 200 financial advisors. Key Management Group was built to solve a pain point that we were constantly noticing... financial advisors are excellent at servicing their clients but aren’t as experienced in efficiently managing their practice and planning for their practice’s future. So, my partners and I built a business that frees financial advisors to do more of what they enjoy doing and to have a turn-key roadmap to reaching their goals for their practice. It has worked for over 200 financial advisors and I believe it can work for anyone willing to follow the plan. In 2015, we built our second firm, Advisor Legacy, to help advisors protect and transfer the value of their business. We are a full service acquisition and succession planning firm.Let's connect and jump on a free, complimentary, intro call.🛑 To get the best use of my services your practice should be producing at least $350,000 in revenue.Email ‣ awhitbeck@keymanagementgrp.com or awhitbeck@advisorlegacy.com

Listed skills include Retirement Planning, Public Speaking, Retirement, Leadership, and 3 others.

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  University Of St. Thomas

  Finance