Outsourcing generating leaders to accelerate growth from scratch with Dan Callahan

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Outsourcing generating leaders to accelerate growth from scratch with Dan Callahan

Dan Callahan is a associate and chief funding officer of Capasso Planning Companions, an unbiased South Carolina-based RIA that oversees $ 250 million in property managed for 300 households. Dan and his firm began with zero shoppers, however in simply 3 years they managed to develop considerably because of shopper acquisitions by outsourcing the era of potential prospects to third-party on-line platforms.

Hearken to Dan discuss how he has grown his enterprise nearly, the challenges and triumphs he has skilled from scratch, and the way he has been in a position to sustain with larger firms on the subject of reaching out to shoppers. We’ll additionally delve into how Dan makes use of third-party platforms to maximise its attain exterior of South Carolina and the way it justifies the income sharing and vital advertising and marketing prices it takes to purchase leads.

Efficiency notes and extra info will be discovered at: https://www.kitces.com/264

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