From the Starting Gate
The Winning Strategies for Wealth, Health, and Happiness
Billy Peterson rode racehorses for nine years as a professional jockey, becoming the number one quarter horse jockey in the United States of America.
After retiring, he became a financial advisor and is a five-time member of Raymond James Chairman’s Council. He was also named to Barron’s list of top advisors in the United States and has been selected to America’s Best-in-State financial advisors by Forbes six times.
In short, the author knows all about winning, and it’s a lot easier to outpace your peers when you are prepared from the starting gate. In this book, a follow-up to Harnessing Your Wealth — The Pursuit of Millionaire Status, you’ll learn how to:
• create wealth – and just as important – sustain it;
• cultivate habits that will promote good health;
• avoid faulty medical advice;
• learn how to manifest miracles.
While the concept of miracles is fantasy to most people, the author shares numerous examples of how they have made a difference in his life and in the lives of others. By drawing on his broad array of experience as both a jockey and financial expert, he reveals how to enjoy the benefit of miracles at a greater frequency by connecting to the universe.
*Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating. 3 Barron’s Top 1,200 Financial Advisors (2014 and 2017). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over four thousand individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of seven years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered, including estates and trusts, and more. Financial advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. 4 Forbes Best-In-State Wealth Advisors (2019, 2020, 2021, 2022, 2023, 2024). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience, and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
From the Starting Gate
The Winning Strategies for Wealth, Health, and Happiness
Billy Peterson rode racehorses for nine years as a professional jockey, becoming the number one quarter horse jockey in the United States of America.
After retiring, he became a financial advisor and is a five-time member of Raymond James Chairman’s Council. He was also named to Barron’s list of top advisors in the United States and has been selected to America’s Best-in-State financial advisors by Forbes six times.
In short, the author knows all about winning, and it’s a lot easier to outpace your peers when you are prepared from the starting gate. In this book, a follow-up to Harnessing Your Wealth — The Pursuit of Millionaire Status, you’ll learn how to:
• create wealth – and just as important – sustain it;
• cultivate habits that will promote good health;
• avoid faulty medical advice;
• learn how to manifest miracles.
While the concept of miracles is fantasy to most people, the author shares numerous examples of how they have made a difference in his life and in the lives of others. By drawing on his broad array of experience as both a jockey and financial expert, he reveals how to enjoy the benefit of miracles at a greater frequency by connecting to the universe.
*Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating. 3 Barron’s Top 1,200 Financial Advisors (2014 and 2017). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over four thousand individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of seven years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered, including estates and trusts, and more. Financial advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. 4 Forbes Best-In-State Wealth Advisors (2019, 2020, 2021, 2022, 2023, 2024). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience, and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.