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For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model
Manage episode 419618973 series 3380761
محتوای ارائه شده توسط Evan J Mayer. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Evan J Mayer یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office while still owning their book and being independent. We also spoke about how to go about using your groups, fraternities, and organizations to sprout new business. Hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
فصل ها
1. For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:14:28)
3. (Cont.) For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model (00:15:09)
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