Building a Million Dollar Plus Asset Management Practice

In this session, Top of the Table member Tim Murphrey will discuss the process and value of building an asset management practice. This session will include "how to" marketing programs, the prospect interview process, investment analysis, the capturing of fees and closing the case. Murphrey manages USD 150 million of assets in fee-based and trail-based annuity contracts, generating USD 1,000,000 per year of recurring revenue. After years of developing business strategies with the help of numerous practice management coaches, he will provide attendees with his best practices.

Biography

Tim Murphrey, JD, CPA, CFP, is a 27-year MDRT member with two Court of the Table and 15 Top of the Table honors. He the founder of Capital Wealth Management, a preeminent wealth advisory firm providing clients comprehensive financial planning, disciplined investment strategies and proactive personal service. Prior to entering the wealth management field, he worked as a CPA for Ernst & Whinney (now Ernst & Young). In 1998, he completed law school, expanding his wealth management practice to include a law practice specializing in estate planning.

Capitol Wealth Management
701 Fulton Ave Suite B
Sacramento, CA 95825 6419

Email: timmurphrey@hotmail.com
Phone: 916 927 6490