What they want

What they want

What they want 150 150 Jerry Murphey

There were eight people I know who told me they were looking for a financial advisor. 

Their careers included:

  • Attorney
  • International sales executive
  • Commercial developer 
  • CEO of a major food brand
  • Ex apparel executive
  • Airline pilot and General in the Air National Guard 
  • Stenographer
  • Asset manager
Here some stats:
  • Approximately $15mm in combined investable assets 
  • 6 were in their 50's 
  • 2 were in their 40's 
  • 6 never had a financial advisor  
  • 2 had been with their financial advisor for more that 10 years
  • All planned on working another 10 years or more
The most interesting thing is that all 8 individuals had done some research, talked to friends and had an idea of what they wanted or, in the case of the 2 who had a financial advisor, what they didn't want.

Jerry Murphey

Jerry Murphey is a born entrepreneur and creative business leader with a passion for turning great ideas into new growth opportunities. With this mindset, he has launched more than 50 financial related products, programs, and companies -- netting over $7 billion in direct sales. From Fortune 500 companies to startups, Jerry's approach is to inspire people to find creative ways to rapidly build brand value and to embrace change as opportunity waiting to unfold. Today, Jerry is growing a diverse portfolio of innovative brands that solve unique business challenges within their individual categories.

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