Tom Kennedy
Wealth advisor at Global Wealth Advisors who transitioned from a decade as a wholesaler to becoming an advisor, bringing experience in business development and practice acquisitions while serving a client base of roughly 400 households.
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Apr 7, 2020 • 1h 36min
Ep 171: Transitioning From Successful Wholesaling To Financial Advisors To Becoming One Instead with Tom Kennedy
Tom Kennedy, a wealth advisor who moved from a decade as a wholesaler to advising roughly 400 households. He recounts leaving wholesaling for deeper client work. He explains how he evaluated firms, structured a purchased book deal, and used his networking skills to grow quickly. He also reflects on compensation shifts, early client reactions, and building an operations team.
