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How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business

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Manage episode 291965957 series 2444271
内容由finservMarketing提供。所有播客内容(包括剧集、图形和播客描述)均由 finservMarketing 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Scott Danner, CEO of Freedom Street Partners has acquired many financial advisor's books of business over the years to build a large wealth management firm. In this episode of the show, Scott shares his process for identifying and completing acquisitions as well as the personal growth journey he has undertaken as the firm has grown.

  continue reading

103集单集

Artwork
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Manage episode 291965957 series 2444271
内容由finservMarketing提供。所有播客内容(包括剧集、图形和播客描述)均由 finservMarketing 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Scott Danner, CEO of Freedom Street Partners has acquired many financial advisor's books of business over the years to build a large wealth management firm. In this episode of the show, Scott shares his process for identifying and completing acquisitions as well as the personal growth journey he has undertaken as the firm has grown.

  continue reading

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