WHO IS THE STREAMLINED ADVISOR?

Craig Scott

Welcome! My name is Craig Scott and I have over 20 years of experience as a successful Financial Advisor at Merrill Lynch and Morgan Stanley.  I also owned RIA practice before selling his book to his partners. But enough about me...

Let's talk about you...I've been in your seat before. I know how hard it is to consistently grow a book. I know how hard it is to manage a book by yourself.  You are pulled in so many directions. As the Streamlined Advisor, I'm here to help you grow/manage your practice with strategies that work, excite you, and differentiate you from the sea of other advisors. If you're ready to build a referable practice for consistent growth and new strategic partnership, book a complimentary strategy session with me.

– Craig Scott, Streamlined Advisor