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.
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