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/
