Coming Soon
Roller Coaster: The Book Every Financial Adviser Needs to Survive, Thrive, and Monetize Their Practice
Michael Kipniss's Roller Coaster is a practical, stage-by-stage guide for financial advisers who are ready to break through the plateaus holding them back and build a practice that lasts.
What you'll discover
Built for every stage of your career - whether you're just entering the industry, navigating a mid-career plateau, or planning your practice transition, Roller Coaster meets you where you are.
A proven activity framework - learn the high-activity habits (3 meetings a day, 15 a week, 700 a year) that separate thriving advisers from those stuck in neutral.
Find and own your differentiator - discover how to identify what sets your practice apart and use it to attract, retain, and grow your client base.
Keep clients engaged year-round - build the systems that connect with clients 3 to 5 times per year so relationships deepen and referrals follow naturally.
Break the pattern that traps most advisers - understand why 80% of advisers plateau and get a clear, actionable path to push through it across all 12 chapters.
About the Author
Michael Kipniss
Michael Kipniss is the author of Roller Coaster, a comprehensive guide to building and sustaining a successful financial services practice.
Launching soon