Episode 59
How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
Modern Financial Advisor · Truelytics by Envestnet
May 8, 20211h 5m
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Show Notes
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.