How We're Helping Advisors Execute Succussful Growth Strategies – with David Wood
David Wood, Founder and Chief Visionary Officer of Gateway Financial joined the Firm Transitions podcast to take a deep dive on how Gateway is helping financial advisors grow their independent business with real scale.
On this episode:
• Shift in the industry (40% of B/Ds over the past 13 years have disappeared)
• How FAs can maintain independence while adding scale
• Focus on revenue generating activities
• Execute a real growth strategy
• When looking for an OSJ, please pay attention to cultural alignment
• How our Sell & Stay model leads to continuity
#FATransition #CoreyWalen #financialadvisor #RIA #bridgemarkstrategies #independentadvisor
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Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for watching!
