How to be a Successful Financial Advisor
How to be a Successful Financial Advisor

How to be a Successful Financial Advisor

Priddysand

31 min
Business & Finance
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Description

<span style="font-weight: 400;">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.</span> <p> </p> <p><strong>During the show we discuss:</strong></p> <p><span style="font-weight: 400;">● The secret to growing assets under management to $2B in a short period of time</span></p> <p><span style="font-weight: 400;">● How to stand out above other bidders when bidding on a company to buy</span></p> <p><span style="font-weight: 400;">● How to get started with acquiring other companies and roll-ups </span></p> <p><span style="font-weight: 400;">● How to find financial advising companies you may want to buy</span></p> <p><span style="font-weight: 400;">● The skills for entering the world of financial consulting</span></p> <p><span style="font-weight: 400;">● The best way to become a successful financial advisor</span></p> <p><span style="font-weight: 400;">● Tips and advice you can tell the new financial advisor</span></p> <p><span style="font-weight: 400;">● Qualities distinguish a competent financial advisor</span></p> <p><span style="font-weight: 400;">● Strategies for gaining a client as a financial advisor</span></p> <p><span style="font-weight: 400;">● Characteristics that financial advisors should have</span></p> <p><span style="font-weight: 400;">● How to manage companies you acquire from afar </span></p> <p><span style="font-weight: 400;">● Role that social media play as a financial advisor</span></p> <p><span style="font-weight: 400;">● How to become an effective financial advisor</span></p> <p><span style="font-weight: 400;">● Information a financial advisor n

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