Description: Listen as Susie McEuen, VP of Strategic Markets Sales at Oak Street Funding, interviews David Bahnsen in this special season 6 episode! David Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a national private wealth management firm with offices in Newport Beach, New York City, Bend, Nashville, Minneapolis, Austin, Phoenix, and West Palm Beach, managing over $5.7 billion in client assets.
David has been immensely successful in growing his business inorganically and organically and his story is worth a listen for any advisor looking to grow. He talks about growth strategies, succession planning, and more!
Listen wherever you get your podcasts!
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Client Compatibility is Key
David Bahnsen, The Bahnsen Group
Client Compatibility is Key
David Bahnsen, The Bahnsen Group
Hiring Great Advisors
David Bahnsen, The Bahnsen Group
Hiring Great Advisors
David Bahnsen, The Bahnsen Group
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How To Grow in Challenging Markets
David Bahnsen, The Bahnsen Group
How To Grow in Challenging Markets
David Bahnsen, The Bahnsen Group
Capitalizing On What Works
David Bahnsen, The Bahnsen Group
Capitalizing On What Works
David Bahnsen, The Bahnsen Group