FASuccess

#FASuccess Ep 442: Attracting $100M Per Month Of Like-Minded Purchasers By Being Vocal About (Divisive) Points You’re Passionate About, With David Bahnsen – Model Slux

by
#FASuccess Ep 442: Attracting 0M Per Month Of Like-Minded Purchasers By Being Vocal About (Divisive) Points You’re Passionate About, With David Bahnsen – Model Slux

Welcome everybody! Welcome to the 442nd episode of the Monetary Advisor Success Podcast! My visitor on right this moment’s podcast is David Bahnsen. David is the founding father of The Bahnsen Group, an RIA based mostly in Newport Seaside, California, that oversees roughly $7.5 billion in belongings below administration for 1,800 shopper households. What’s distinctive … Read more

#FASuccess Ep 441: What It Actually Takes To Implement And Scale Compliance As An Impartial RIA Grows, With Leila Shaver – Model Slux

by
#FASuccess Ep 441: What It Actually Takes To Implement And Scale Compliance As An Impartial RIA Grows, With Leila Shaver – Model Slux

Welcome everybody! Welcome to the 441st episode of the Monetary Advisor Success Podcast! My visitor on at present’s podcast is Leila Shaver. Leila is the founding father of My RIA Lawyer, a compliance and authorized providers agency based mostly in Alpharetta, Georgia, that serves RIAs, broker-dealers, and different monetary providers firms. What’s distinctive about Leila, … Read more

#FASuccess Ep 438: Boosting Consumer Retention And Satisfaction By Asking Higher Questions As Your Genuine Self, With Nikki Savage – Model Slux

by
#FASuccess Ep 438: Boosting Consumer Retention And Satisfaction By Asking Higher Questions As Your Genuine Self, With Nikki Savage – Model Slux

Welcome everybody! Welcome to the 438th episode of the Monetary Advisor Success Podcast! My visitor on right this moment’s podcast is Nikki Savage. Nikki is a senior director within the Tampa, Florida, workplace of the RIA Sequoia Monetary Group, the place she manages roughly $150 million in belongings underneath administration for 100 consumer households. What’s … Read more

x