CASE STUDY

Johnny X.

"The Visionary"

Backstory

When we met Johnny he was part of a large agency for a major mutual company. 

At that time, he had been in the business for five years.  One of a few survivors in his old agency system, he received a lot of attention when he started.  But, overtime, he was hardly recognized for his success because all the focus and agency resources were devoted to managing the revolving door of mass recruiting and failed new advisers. 

He always had a vision to create his own firm using a private DBA, but struggled to elevate his practice within the limited hierarchy of the agency. 

The Dream

Three years ago, he finally had it and knew there was a better way to create the practice he had always dreamed of.  Johnny decided to break away from the large agency environment, thought about going independent, but ultimately aligned with Wealth Continuum Group because of our:

support

proven programs

innovative platform to private label his practice

Our Role

Today, Johnny leads a team of two advisors and one staff person.  He is positioned as an influencer in his target market, has a repeatable process to generate new leads, has doubled his production in just 36 short months, and enjoys the independence of building a practice under the private label brand “X Financial Group.”  A name that he owns and a brand that resonates with his market. 

 

The Private Label Experience helped him realize his vision and he is enjoying more freedom, money, and happiness than he could of ever imagined.

Our Role

Ready to Get Started?
Get started on building your own brand with our team of industry-leaders to create what you have been dreaming of. 

A private label firm for

the modern financial professional.

Wealth Continuum Group
Company
Wilton, CT Office:
187 Danbury Road, Second Floor
Wilton, CT 06897
Phone | (203) 966-2636
Fax | (203) 972-0224
Florham Park, NJ Office:
210 Park Avenue, Suite 101
Florham Park, NJ 07932
Phone | (973) 538-9100
Fax | (973) 540-1155
info@wealthcontinuumgrp.com
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