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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Apr 3, 2018

My guest on today’s podcast took over as CEO of Buckingham Strategic Wealth and BAM Advisor Services a little over 10 years ago (at just 32 years old!) and has nearly quintupled its size since then. One of the youngest CEOs of any major advisory firm, Adam Birenbaum leads his organization in serving over 22,000 clients and overseeing more than $30 billion in assets under management.

In this episode, Adam shares the growth strategies that have worked for Buckingham Strategic Wealth and BAM Advisor Services, as well as why the company has chosen to grow offices in multiple locations. Listen in to hear his advice for leaders of large wealth management firms, how he looks at the mergers and acquisitions marketplace today, and what he says will determine the most successful advisory firms in the future.

For show notes and more visit: https://www.kitces.com/66

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