I have an extensive background in financial planning. Over the years, I ran into limitations while working at banks and wirehouses, both in terms of how I took care of clients, and in terms of income ceilings. I decided to go independent, and since then have developed a repeatable process that can be tailored to any financial advisor wanting to take more control of their client experience and income options. This matured into my company One Seven. At One Seven, we spend time identifying your personal goals in business and life, then provide a framework for operations, technology, financials, and the marketing support you need to succeed with an independent wealth management practice. I spent years working for financial institutions, always focused on the firm’s goal to increase shareholder value, rather than having the freedom to prioritize the expectations and needs of the clients I served. I lost margin to the firms I worked for, and lacked job satisfaction in the limitations I faced in serving my customers. I understand the challenges and struggles of the everyday investment advisor, and built this company to provide a different path for advisor’s like myself to help their families prosper WHILE better serving their clients. CLIENT RESULTS AT ONE SEVEN▸▸▸ We helped an advisor buy back his practice as he went independent to take control of his financial future and have more autonomy and independence in marketing his services.▸▸▸ Every month we’re helping advisors achieve their visions by leveraging their current experience and credibility to transfer them away from wirehouse teams or banks, into self-employed financial freedom, while doing things the right way for their clients.▸▸▸ Advisors are finding that they have a reliable option to control their own brand vs. being under banks or wire houses like Morgan Stanley, etc.. Advisors have a greater diversity of options to begin and monetize their businesses, to grow and work the way they want, and have flexibility in terms of the technology and tools they use.