10 Financial Advisor Success Stories [2023]

10 Financial Advisor Success Stories [2023]
Become A Financial Advisor

Financial advisors advise individuals and businesses, helping them reach their financial goals sooner. To become a certified financial advisor, you must complete a degree course and an internship. Then, go beyond the education and work experience, and find a job where you can practice the skills and knowledge. Financial advisors can work in several places, including banks, brokerage firms, insurance companies, and wealth management firms.

Pursue finance-related certifications and licensure examinations to help you become certified specialists and differentiate yourself from the competition.

Here are some real life success stories of starting a financial advisor:

1. Builder To Contributor LLC ($240K/year)

Denzel Rodriguez (from Pompano Beach, Florida, USA) started Builder To Contributor LLC about 4 years ago.

$20K / month
1 founders / 0 employees
Pompano Beach, Florida, USA

Case Study

My name is Denzel Rodriguez currently 24 years old and I am a King. I serve the Almighty God King of Kings. My purpose on this earth is to share the Kingdom of God and his influence through financial concepts such as giving.

My company is Builder To Contributor LLC and I primarily do financial consulting with families. My main service is teaching Velocity Banking & Infinite Banking to help people pay off bad debt extremely fast, build credit, increase cash flow, and build wealth in a short period of time. My ideal customer is a mom looking to regain her authority and become a master over her finances. Doing this I currently make over $20k a month.


2. The Good Life Companies ($24M/year)

Conor Delaney (from Philadelphia, Pennsylvania, USA) started The Good Life Companies about 11 years ago.

$2M / month
2 founders / 60 employees
Philadelphia, Pennsylvania, USA

Case Study

I am Conor Delaney, CEO of Good Life Companies. I am the founder of a multi-faceted organization consisting of mostly financial service-related entities focused on both health and wealth.

The business first launched in 2012 after serving five years as a financial advisor. Since our infancy, the firm has branched into many areas including a registered investment advisor, a service organization supporting independent financial advisors, an outsourced compliance firm, a fixed insurance agency, a property and casualty insurance agency, a fitness center, and an organic juice bar which is currently being franchised. Each of these entities was created to fill a current need in the marketplace.


Learn more about starting a financial advisor:

Where to start?

-> How to start a financial advisor?
-> How much does it cost to start a financial advisor?
-> Pros and cons of a financial advisor

Need inspiration?

-> Examples of established financial advisor
-> Marketing ideas for a financial advisor
-> Financial advisor slogans
-> Financial advisor names
-> Financial advisor Instagram bios

Other resources

-> Financial advisor tips

4. Money Therapy ($30K/year)

Ellie (from Washington D.C., Washington, D.C., USA) started *Money Therapy * over 5 years ago.

$2.5K / month
1 founders / 1 employees
Washington D.C., Washington, D.C., USA

Case Study

Hi! I’m Ellie and I’m the founder of Money Therapy Consulting. Money Therapy Consulting is an online consulting company that educates individuals and founders about their finances. In addition to the consulting, I host seminars, write informative articles, and curate personalized financial plans for businesses and individuals

Money Therapy generates about $5,000 per month and I’m incredibly happy with that number. I could sell more sessions but the quality would not be there for my clients if I did. What I love about Money Therapy is that it proves that if you have a skill, some time, and a will, you can start a business with your talents. Everyone has a way of making money with what they already have in their toolbox.


5. Harwood Financial Group ($4.8M/year)

Robert Harwood (from Lucera, Apulia, Italy) started Harwood Financial Group about 15 years ago.

$400K / month
1 founders / 22 employees
Lucera, Apulia, Italy

Case Study

My name is Robert Harwood, and I started Harwood Financial Group in 2008. We are a registered investment advisor that has grown rapidly over the last decade.

Today, we manage over $500 million of our clients’ money and serve our clients across four offices in the Tampa Bay area. We help our clients prepare for retirement, estate planning, lower their taxes, and more. We listen to our clients’ needs and help them make well-informed decisions with their finances. We have a lot of experience in the financial field and have a lot of resources. Despite our size, the growth has not slowed, and I recently brought on new partners to help expand the business even further.


6. Agesem ($360K/year)

David Civit Ferraro (from Barcelona, Catalonia, Spain) started Agesem over 32 years ago.

$30K / month
2 founders / 6 employees
Barcelona, Catalonia, Spain

Case Study

Good morning everyone! My name is David Civit and I am the CEO of AGESEM. The company was created in 1985 when I was 25 years old. In this sense, the entry of Spain into the European Union and therefore the creation of a new consolidated European tax system opened a window of opportunity that ends up with the creation of new business consultancies. Therefore, the company’s main aim is to tax and legal advice businessmen in Catalonia.

We started thirty-four years ago with just plenty of energy and enthusiasm by our side. Nowadays, I am proud to say that we have achieved a reliable portfolio of about 250 SMEs. We are increasing our revenues by more than 20% each year. I believe this is the economic progress that measures the success or failure of a company.


7. Third Eye Advisors ($120K/year)

$10K / month
1 founders / 3 employees
New York, USA

Case Study

My name is Arthur Robertson and you can call me the Investment Educator. I currently run an investment advisory firm, a food truck - Renegade Vegan, founded two non-profits - one focused on financial literacy for the youth and another on real estate while also being a Real Estate Investor.

The start-up costs were approximately $10,000 - $15,000, however; within three months, I was able to recoup those costs from serving clients.


8. MPI® Unlimited ($0/year)

Curtis Ray is an Arizona native, married with 5 Children, Collegiate Wrestler at ASU, Best Selling Author- "Everyone Ends Up Poor", Inventor of the Financial Strategy MPI, and a Business Owner with Revenues of $75mm. Top 3 Value Bombs: 1. We focus too much on getting home runs, growing, and scaling our business without considering the risks that are in our business. 2. Money does not buy happiness, but it does buy freedom. 3. The most important decision we make has nothing to do with how much money we make, but how efficient we are with the money we make. Get Curtis’ book, Everyone Ends Up Poor!: Why Financial Planning Is All Backwards And How To Fix It - Sponsors: : Learn how to grow better by connecting your people, your customers, and your business at ! : The only chat-based mobile app specifically designed for small business owners to keep payroll easy! Visit to get the Roll by ADP app and get your first 3 months free!

Curtis Ray (from Gilbert, AZ, USA) started MPI® Unlimited over 8 years ago.

1 founders / 10 employees

Case Study

Curtis Ray is the President and CEO of MPI® UNLIMITED, LLC. The platform allows its users the financial freedom they need using compound interest. The founder was introduced to Financial Planning and Insurance in 2014.

  • The MPI plan offers a sophisticated cash-value life insurance policy primarily intended as a max-funded, growing death benefit contract. It gives customers advantages such as improved interest yields, increased retirement income, tax-free distributions, and more.

  • MPI® Unlimited provides the retirement people want rather than what they can afford by utilizing the full power of secure compound interest to simplify complex concerns and deliver actual outcomes with total transparency.

  • Curtis is a serial entrepreneur and inventor with multiple patents across multiple industries. Curtis attended Arizona State University from 2002 to 2005, where he competed on the wrestling team.

  • He established his first firm in the granite countertop market while still in college, increasing to over 60 kitchens weekly by 2012. Curtis launched his second company, ForzaStone®, in 2008, after designing and patenting the breakthrough thin natural stone technology.

  • Despite running a successful business, a major investor pulled out of the company, and on November 1st, 2014, he started focusing on how money works, and that’s what he teaches people now.

  • Curtis conceived and developed the patent-pending MPI® Secure Compound Interest account to simplify financial education and enable hardworking individuals to optimize their savings to reach their ideal retirement.

  • The founder is a two times best-selling author with a strong presence on social media. He has 1.6M followers on TikTok, his Instagram account has 148K followers, and his YouTube channel is currently at 11.6K subscribers. Curtis uses his social media to educate people and market his business.


9. Well Kept Wallet ($1.2M/year)

Today I’m thrilled to have my friend Deacon Hayes on the show. Deacon is someone who I have known for a very long time and I have watched this guy go from making very little money to running a very successful blog within the span of several years.

Today he runs WellKeptWallet.com, which is a per…

Deacon Hayes (from Phoenix, AZ, USA) started Well Kept Wallet over 10 years ago.

$100K / month
1 founders / 5 employees

Case Study
  • Deacon Hayes founded the company Well Kept Wallet, a business that offers one-on-one financial assistance to people looking to create budgets, pay off debt, etc.
  • He is a personal finance expert, podcaster, and speaker.
  • Deacon started this business in 2010 with the goal of educating people about personal finance and changing lives.
  • The founder has been successful in increasing the site's revenue to over $100,000 per month.


Read the full story on nichepursuits.com ➜

Pat Walls,  Founder of Starter Story
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