The Business Credit and Financing Show25 Touko 2022

How to be a Successful Financial Advisor

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/

www.ScottDanner.com

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