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There's a Shift Taking Place in the Industry, Helping FAs Achieve Real Scale, the Sell & Stay Model – with David Wood, Gateway Financial Partners (017)
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
--
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
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
--
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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