David Bahnsen has constructed a status 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 recent shopper belongings to his agency monthly as his content material has constructed his credibility, deepened viewers engagement, and drawn in each like-minded shoppers and people who respect his authenticity.
David is the Founding father of the Bahnsen Group, an RIA primarily based out of California that oversees roughly $7.5 billion in belongings below administration for 1,800 shopper households. On this episode, he shares how his unconventional content material technique has pushed agency development, why he made the strategic choice to step away from serving shoppers on to concentrate on scaling the enterprise, and the way his distinctive compensation and growth mannequin fosters long-term success for his group. He additionally discusses integrating tax prep as a value-add reasonably 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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