THE SECRET REPORT- ATTRACTING AND SCALING WEALTH

A monthly report highlighting the?Secrets of the Superstars?in the World of Wealth.

We are here to help educate and add value to the world of Wealth. We will share?industry?Secrets and the Best Ideas?that we have gathered over the last 30+ years working with thousands of top producers and teams around the nation.?

This will be completely different from anything you have ever read. Written by the CEO of Spartan Advisory, Pete Secret, who is a former Wealth Advisor, National Training Officer, Managing Director, Regional Director, Avid Golfer (8 handicap), and is passionate about helping Wealth professionals grow and find happiness.

We will provide ideas (Secrets) coming from the very best advisors across the nation including:

• Passions and Hobbies of the ultra-high-net-worth
• How the Billion plus teams think differently and scale to grow
• How to team up with investment bankers, business bankers, commercial bankers, CPAs, and other COIs to facilitate introductions
• Barron’s and Forbes advisors’ best ideas
• What are the corner office advisors doing differently to grow and scale their practice
• The best models for the future in wealth, RIA, Indy, Wire, Hybrid, Boutique, etc
• Research highlights from the top firms
• Current deal landscape
• Highlighting some major moves?

Please click the link you’ll receive in LinkedIn messaging to subscribe. You won’t want to miss this, I promise!