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Modern Financial Advisor

Modern Financial Advisor

Business

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

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

2021-05-08
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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.

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Episode 31 - How Financial Advisors and RIAs Can Benefit From the CARES Act
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Episode 30 - How to Demonstrate Leadership and Calm Fears During a Time of Crisis
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Episode 29 - How Succession Planning Helped Advisors Grow Their Business
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Episode 28 - Recruiting and Retaining Financial Advisors with Terry Mullen of Truelytics
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Episode 25 - How to get clients as a financial advisor by looking beyond the 1%
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Episode 22 - What holds many advisors and agents back from growing their practice into a business?
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Episode 21 - Make Your Wealth Management Business Easy to Work With and Work For
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Episode 20 - How to Close Clients Faster with Technology
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