The Business Credit and Financing Show
Podcast by Ty Crandall
Episode 691:
Scott Danner: How to be a Successful Financial Advisor
Ty Crandall Interviews Industry Leaders
As Heard On:
As Heard On:
See How to be a Successful Financial Advisor
Scott Danner: How to be a Successful Financial Advisor
Nate is a marketing expert with over 12 years in the trenches. His sole purpose is to help companies acquire more customers. Nate is the co-founder of Ten Speed, a tech-enabled content optimization company focused on helping companies get more results from the content they already have on their site.
Nate was the first marketer at Sprout Social, where he spent years building and scaling the inbound engine, helping grow the company from $0 - $100M+ in revenue & IPO. He is, and has been, the growth marketing consultant to several SaaS companies like Help Scout, Zylo and Hologram.
Nate is passionate about working with marketing and sales leaders and early stage founders to solve hard problems and scale revenue growth.
During the show we discuss:
- The secret to growing assets under management to $2B in a short period of time
- How to stand out above other bidders when bidding on a company to buy
- How to get started with acquiring other companies and roll-ups
- How to find financial advising companies you may want to buy
- The skills for entering the world of financial consulting
- The best way to become a successful financial advisor
- Tips and advice you can tell the new financial advisor
- Qualities distinguish a competent financial advisor
- Strategies for gaining a client as a financial advisor
- Characteristics that financial advisors should have
- How to manage companies you acquire from afar
- Role that social media play as a financial advisor
- How to become an effective financial advisor
- Information a financial advisor need to know
- How important culture is to growing quickly
- Financial advisor industry in the near future
- How to communicate with your customers
- Is it difficult to work as a financial advisor?
- Inflation and recessions and your money
Subscribe to Our
Weekly Email Newsletter to Get Actionable Credit Building & Financing Info
We Respect Your Privacy