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

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.

Om Podcasten

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.