🎉 Exciting News! 🎉
We are thrilled to share that our very own Jason Glisczynski, co-founder of Silvertree, LLC, is featured in FA Magazine! 🌟
Jason's journey to success is a testament to the power of continuous improvement and targeted focus. Instead of chasing quick wins, he transformed Silvertree by shifting from a traditional asset-gathering approach to comprehensive wealth planning. This change has not only benefitted our clients but has also strengthened our firm's foundation.
A pivotal moment came when Jason identified a niche market—business owners, executives, and workers in manufacturing. This focus has allowed Silvertree to operate more efficiently, deliver deeper financial planning, and truly make a difference in our clients' lives.
Here are a few highlights from Jason's feature:
1. Profitability: Silvertree’s net profits rose by more than 45% last year.
2. Employee Retention: Investing back into our team has created a motivated and dedicated workforce.
3. Personal Freedom: Jason's efficient business model has freed up his time for further education and personal growth.
4. Enhanced Credibility: Silvertree is now the go-to source for financial advice in the local manufacturing sector.
Jason's advice for fellow advisors? Pick a niche you're passionate about, put in the hard work, and get the right help. His story is an inspiration for all of us striving to make a meaningful impact.
Read more about Jason’s journey and insights in FA Magazine!
https://lnkd.in/g6QXFXgC
#FinancialPlanning #Leadership #SuccessStory #Manufacturing #WealthManagement #Silvertree
Good piece John Rubinetti