Keith Stempel
As a consultant to approximately 150 elite Financial Advisors and over $2 billion in assets over the past 15 years, I specialize in providing the tools and resources that help Advisors transition and grow their businesses. I excel at helping advisors: - Transition from a commission-based to fee-based practice - Transition from managing assets in-house to outsourcing - To go up-market by focusing on higher net worth, more complex clients and solving for their unique needs
