How to be a Successful Financial Advisor

Описание: Scott Danner is the CEO of Freedom Street Partners, a practice that supports financial advisors in their next career step and helps them explore all available paths to secure a fulfilling future. After fifteen years practicing on an employee platform, Scott founded Freedom Street and took it from $0 to $2 billion in assets under management in just five years. Scott is the co-founder of the Chesapeake Virginia Wine Festival and enjoys traveling the country with his wife to watch their two sons play soccer.

During the show we discuss:
The secret to growing assets under management to $2B in a short period of time
How to stand out above other bidders when bidding on a company to buy
How to get started with acquiring other companies and roll-ups
How to find financial advising companies you may want to buy
The skills for entering the world of financial consulting
The best way to become a successful financial advisor
Tips and advice you can tell the new financial advisor
Qualities distinguish a competent financial advisor
Strategies for gaining a client as a financial advisor
Characteristics that financial advisors should have
How to manage companies you acquire from afar
Role that social media play as a financial advisor
How to become an effective financial advisor
Information a financial advisor need to know
How important culture is to growing quickly
Financial advisor industry in the near future
How to communicate with your customers
Is it difficult to work as a financial advisor?
Inflation and recessions and your money

Show resources:
https://www.freedomstreetpartners.com/
www.ScottDanner.com

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