How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years

Between Now and Success

Conteúdo fornecido por Steve Sanduski. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Steve Sanduski ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

2M ago 1:17:43

MP3•Home de episódios

Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors.

In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Four years later, Heritage has doubled to $4 billion in AUM, and Erin is in charge of over 80 team members, including 20 advisors and a robust support team.

On today's show, Erin shares the secrets behind his firm's explosive growth, including their innovative approach to organic marketing, the power of virtual events, and the strategic acquisition that brought them into the high-net-worth space. We also discuss how Erin's role has evolved from lead advisor to CEO, as well as leveraging tech to help advisors move up the value stack and address client's higher-level advice and life needs.

285 episódios

#Business #Marketing #Coaching #Financialadvisor #Investing #Small #Technology #Steve Sanduski #Motivation #Self-Improvement #Entrepreneur #Adviser #Podcasting Education #Careers #Succession