Skip to Content
Sandler Launches Suite of AI-powered Sales Tools - Request a Demo Today!
AI Powered Selling - 3 Part Webinar Series - Register Here
Phoenix Coaching Works Inc. Change Location
Top
This site uses cookies. By navigating the site, you consent to our use of cookies. Accept

How to Build a $7B Financial Services Firm from Zero with Michael Konopaski

In this episode, Michael Konopaski, Managing Director of Designed Wealth, shares how he grew an independent wealth management firm from zero to $7B in assets under administration while competing with the largest banks in Canada and the US. Hear his story of resilience, contrarian marketing, advisor recruitment and leadership that scales across borders. Watch now, then explore the rest of our growth focused podcasts on YouTube.


Ready to rethink what is possible for your advisory or financial services business?


Watch this episode with Michael Konopaski to learn how he:

  • Turned a non compete and a blank slate into a new $7B platform

  • Recruits independent minded advisors in a highly sticky, competitive industry

  • Uses direct mail and authentic LinkedIn content to stand out against giant brands

  • Balances independence with the structure and safety clients expect

👉 Hit play to watch now, then head over to our YouTube channel to explore the full podcast series for more conversations with top performing leaders and growth focused advisors.