Do you have ambitions to create your own advisory practice – one that better serves both your own personal and professional needs, as well as those of your clients? If so, what’s holding you back? Perhaps you’re not sure where to start, or find yourself leaning on excuses such as “waiting for the right time” or “hoping or a potential promotion” at your current firm.
We’re here to tell you that the time to make a change is NOW, and this book is the starting point.
Having successfully built and scaled or own dream financial services business, OneSeven, we developed “Become a Badass Financial Advisor” to help you do the same – whatever your dream may look like. This book will give you the confidence to go beyond status-quo options, building a plan that holistically captures what you’re working toward and how to get there. We draw from our own experiences, as well as those of fellow advisors who’ve successfully made the leap, to guide you in pushing through discomfort and equipping yourself with the tools needed to build a fulfilling, long-lasting financial legacy.
Don’t wait any longer. Embrace the total BADASS ADVISOR you are to realize success for yourself, your family, and your future – your way!
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Todd is a Co-Founder and CEO of OneSeven. With over 15 years’ experience in financial planning, Todd has built a career focused on impacting people’s lives for the better and creating meaningful relationships. He’s passionate about equipping financial planners with the motivation and tools to realize their own definition of personal and professional fulfillment – and in turn, helping their clients to do the same. Todd does so for himself, as well, balancing his professional drive with time spent traveling, volunteering with his wife and their children’s schools, and following all things Cleveland, his hometown – including sports, music, theatre, and the arts.
Stop Waiting to Have the High-Growth Business You Want
Define Your Dream Practice
Embrace the Qualities of a Great Advisor
Avoid Common Obstacles to Growth
Beginning Your Journey to Personal and Professional Growth
And more!
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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
Securities offered through Fortune Financial Services, Inc, member FINRA/SIPC. Neither MGOSC nor OneSeven are affiliated with Fortune Financial Services, Inc.
OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023, 2024, and 2025 based on a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.
