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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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Jan 18, 2022

Dan Callahan is the Partner and Chief Investment Officer at Capasso Planning Partners, an independent RIA based out of South Carolina that oversees $250 million of assets under management for 300 households. Dan and his firm began with zero clients but were able to grow substantially in only 3 years through client acquisitions by outsourcing lead generation to online third-party platforms.

Listen in as Dan shares how he grew his firm virtually, the challenges and triumphs he experienced starting from zero, and how he has been able to keep pace with larger firms in terms of client outreach efforts. We also dive into how Dan uses third-party platforms to maximize his reach beyond South Carolina and how he justifies the revenue-sharing and substantial marketing costs it takes to buy leads.

For show notes and more visit: https://www.kitces.com/264

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