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Smith Maxwell
Maxwell Smith has over a decade of experience working within the financial services industry. He helped lead the creation of the operational platform and transition to independence for IFAM Capital...voir plusMaxwell Smith has over a decade of experience working within the financial services industry. He helped lead the creation of the operational platform and transition to independence for IFAM Capital. While at IFAM, he completed multiple M&A transactions and built out the marketing and sales team, helping increase gross revenues by nearly 50 percent.
Having been a part of nearly $2 billion in transactions, today Max leverages his experience of growing IFAM Capital to consult other RIAs to help them scale operations and grow both organically and inorganically.voir moins
Livres par Smith Maxwell
Breaking Through The Wall: A Financial Advisor's Guide to Grow, Scale, and Monetize Your Business for Millions