Todd Mauney

WORK HISTORY

EDUCATION

SKILLS

ABOUT TODD MAUNEY

QUESTIONLet me ask you a quick question.What would your advisory business look like if instead of spending all your time working long hours consumed with the day to day grind, you were able to: Add 10+ new ideal clients a year with ease? Retain 100% of your ideal clients and get more referrals from them? Grow assets under management by 20%-30% each year? Design a business that\'s a joy to run & where everyone enjoys working? Experience freedom to enjoy what you love doing the most?That would be AMAZING, wouldn\'t it?Well, this is not a pipe dream. The results I speak of become a REALITY for my ideal clients. You see, there\'s no lack of \"how to\" information out there. However, most financial advisors have never been exposed to the right combination of processes, tools and behavioral coaching to implement the changes necessary to achieve these amazing results. I want these results for every advisor who wants it for themselves. And with my proven methodology, it\'s not only possible, it\'s probable- OUR IDEAL CLIENTS- Independent Financial Advisors Retirement Specialists RIA Owner/Leaders IMO Owners/Leaders- UNIQUE PERSPECTIVE-Honestly, I looked around this industry and saw a bunch of passionate and caring financial professionals working tirelessly to serve their clients to only find themselves eventually frustrated, burned out and missing out on the life they hoped their business would allow them to enjoy.So, I chose to do something about it!I refused to let the \"business side\" of this business burn good people out. or worse yet, bankrupt them. So for over a decade, I\'ve invested thousands of hours in formal training, coaching, informal study and research to hone a proven methodology that allows advisors to implement the 20% of what creates 80% of results they desire without conforming to a one-size-fits-all structure.