WEBINAR: How One Financial Advisor Grew AUM from $0 to $100M in less than 5 years: A Proven Playbook for Creating a Profitable Business and a Happy Life

May 24, 2023

This Inspiring Insights webinar featured the growth story of Equita member Mindy McCubbin who went from $0 to $100M AUM in less than 5 years.

Mindy McCubbin, CFP®, ChFC, Founder of Truman Wealth Advisors, discussed how she has grown her financial advisory firm from $0 to $100M in less than 5 years using a proven playbook of resources, technology and community support strategies to create a more efficient and effective firm.

McCubbin was joined by Katie Burke, CFP®, Co-Founder of Equita Financial Network. Burke added her own observations about growing her own firm, Method Financial Planning, and how other financial advisors can adopt some of the strategies and resources that the two women share.

Key Takeaways:

The proven methods used to save time and money
Platforms utilized for efficiencies and cost reduction
How communities of support have not only helped them keep it all together but allowed them to gracefully thrive

Watch this webinar on demand here.

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