How to Create a Billion Dollar Team Webinar - Home

How to Create a Billion Dollar Team Webinar

Ed Blumenthal​

Ed Blumenthal

Executive VP Stedmark Partners

How To Create a Billion Dollar Team

An advisor with $1.7B in AUM reveals how your team can replicate his team’s success

The man to your left is Ed Blumenthal, a Philadelphia-based advisor with over $1.7 billion in AUM.  Along with his partner, Mark Eskin, Ed runs one of the largest and most efficient practices we’ve ever encountered. 

What’s the secret to his success?  In truth, Ed has many.  But if you were to ask him, he’d say his TEAM would be at the top of his list.  Ed will show you the exact structure, processes, roles, and rules his team follows to ensure a thriving practice. 

Now, you may not want to have a billion-dollar team.  Even if that’s true, these principles can help you do your job as a financial advisor better, because your team will manage most of the non-advice activity that’s vital to running a successful business.  All that stuff belongs to the “true team.” 

When a billion-dollar FA shares his strategies, don’t you think you should listen? 

A True FA Team

Let’s get something straight right off the bat: a TEAM is “a group of people united by a common purpose, each with a defined role, who share a common knowledge base.” 

Who says so?  Bill Good does.  And as he was one of the first coaches in the industry to push financial advisors to build a team, we can say in all humility that he knows what he’s talking about. 

Ed and his partner took that definition and ran with it. 

And they added to it.

The practice grew and grew and grew – to the tune of 800 households and over $1.5 billion in assets. 

The usual team could not manage that volume and velocity. But a true team can and did.

The great news is that while Ed is a genius when it comes to building a thriving practice, there’s no magic involved.  It’s all built on processes, data, and – you guessed it – team management. 

WHICH MEANS YOU CAN REPLICATE HIS SUCCESS IF YOU WANT TO

 

So join Ed and Bill to learn:

  • The key roles that are critical to building a billion-dollar practice
  • The one LAW his entire team follows and why it’s so important
  • The exact role his team played in helping him bring in $90M in 2016 and $60M in 2017, all from referrals and relationship marketing
  • How to compensate your team so they become as invested in growth as you are (rather than just showing up and getting their work done)
  • The processes his practice is built on and how you can replicate them
  • And more!

If you want to build a bigger and more efficient practice;

If you want happier clients, more interested prospects, and more time;

If you think your team could stand to improve even a little bit;

You owe it to yourself to listen to this webinar.  You’ll learn actual processes and strategies you can apply immediately.

You’ll learn how to build a billion-dollar team.  And of course, stop somewhere along the way if you like.

Webinar Recording

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