Jerry Needs to Increase the Value of His Financial Services Business (#65)

by Don Schreiber, Jr. and Matt Schreiber March 15, 2019

Many financial advisors struggle to convert their practices into valuable businesses. Don Schreiber, Jr, author of Building a World-Class Financial Services Business, offers his advice to financial advisors for creating sustainable, salable businesses. Plus, will the market melt up or melt down? Matt Schreiber and Don discuss how geopolitical trends may impact the stock market in the second quarter.

Don Schreiber, Jr. and Matt Schreiber

Mr. Don Schreiber, Jr. is the Founder, Co-Chief Executive Officer, and Co-Portfolio Manager of WBI Investments and has led WBI since founding the firm in 1984. Mr. Don Schreiber, Jr. is also the Chief Visionary Officer of CyborgTech, LLC, the company that brought to market Cy – a revolutionary advisor-assisted robo that combines financial planning concepts with custom-tailored portfolios optimized utilizing quantitative analytics and advanced mathematics. Mr. Matt Schreiber is Co-CEO and Chief Investment Strategist of WBI Investments. His responsibilities include market and economic analysis, portfolio strategy, and product design and development. Mr. Schreiber is CEO of CyborgTech, LLC.

Jerry Needs to Increase the Value of His Financial Services Business (#65)

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