Latest / Honest Wealth Builders
This Wealth Manager Claimed He Could Create 50% More Wealth | Keith Friedman
Abi Asija sits down with Keith Friedman, founder of FBO Strategies, a wealth management firm that developed a proprietary cash value life insurance framework now being licensed to other advisory firms. With a small in-house team and a co-op structure through Ridgeback Group, Keith generated just under $500,000 last year and is targeting $5,000,000 within 3 years. The core challenge is market education, as he is asking an industry built on old habits to adopt a fundamentally different way of thinking about life insurance.Key Insight: Almost everyone in wealth management is looking at life…
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