We’re excited to return with a new series featuring advisors around the country. We’ll spend time discussing their business and processes, and learn from their successes and failures. Today we welcome on Michael Mezheritskiy of Milestone Asset Management Group in Connecticut to learn more about what’s behind his growth from a solo shop to now having four offices.
From the importance of consistent marketing to the power of tax-centric planning, Michael discusses the pivotal decisions and tools that propelled his firm to new heights. Whether you're a solo practitioner or part of a larger firm, this episode is packed with valuable takeaways for any financial advisor looking to scale their business.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:52 – Background on Michael’s business
2:13 – Solo to four offices
5:23 – His appointment process
11:05 – Systems
14:07 – Follow-up process
19:41 – What would he do differently?
Featured Takeaway:
"It takes about four to five months to kind of get into a groove and actually start creating some sort of a pipeline."
About our guest: https://milestoneamg.com/team/michael-mezheritskiy/
Mastermind Advisor Website: https://mastermindadvisor.com/
Watch us on YouTube: https://bit.ly/3r1gBK1
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