David Bahnsen has constructed a popularity for talking his thoughts, not solely on points associated to monetary markets, but additionally on matters many advisors draw back from, like faith and politics. Which has paid off for him within the type of attracting $100 million of latest shopper property to his agency per thirty days as his content material has constructed his credibility, deepened viewers engagement, and drawn in each like-minded purchasers and those that respect his authenticity.
David is the Founding father of the Bahnsen Group, an RIA based mostly out of California that oversees roughly $7.5 billion in property below administration for 1,800 shopper households. On this episode, he shares how his unconventional content material technique has pushed agency progress, why he made the strategic choice to step away from serving purchasers on to give attention to scaling the enterprise, and the way his distinctive compensation and improvement mannequin fosters long-term success for his group. He additionally discusses integrating tax prep as a value-add fairly than a revenue heart, increasing into smaller markets to construct a nationwide model, and his dedication to mentoring his advisors as he plans for the agency’s future.
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