Michael S Kipniss
Roller Coaster: How to Survive, Thrive and Monetize Your Financial Services Practice
Michael S. Kipniss is a 43-year financial services veteran and author whose practice spans ~3,000 clients across 30 states.
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The thesis
Roller Coaster: How to Survive, Thrive, and Monetize Your Financial Services Practice. A 12-chapter guide for financial advisers at all career stages - from college grads entering the industry to career changers to mid-career advisers hitting a plateau to those approaching retirement and practice transition. Mike's core message: find your differentiator, execute with relentless high activity (3 meetings/day, 15/week, 700/year), build systems that keep clients engaged 3-5 times per year, and break through the plateaus that trap 80% of advisers in the industry. The book serves as both a credential for speaking engagements and a gift to amplify his platform across INAFA conferences, firm kickoffs, and year-end motivational events.