It's five in the morning, and Roberto is pushing through the rolling three-foot waves about to enjoy some deep-sea fishing off the Miami shore. As the captain of his 42-foot Custom Carolina, he is excited to bring back a big bounty of tuna and mahi-mahi. This is Roberto's 28th trip offshore this year and he hopes his three clients aboard will have a great day of fishing.
Roberto is a 69-year-old financial advisor who spends about 10 hours a week in the office, 15 hours fishing, 10 hours golfing and the rest with his wife and four children. He conducts much of his business via smart phone with the assistance of his junior partner and assistant. He is a perfect example of an advisor who understands the gift he has earned. He spent 30 years of his life building the perfect book: $151 million in assets, 53 clients and $1.4 million in fee based revenue. He has a small but beautiful office in the suburbs of Miami. The office is big enough for him, his junior partner and a part-time sales assistant.
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