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Ep 196: Partnering With A Center Of Influence To Rapidly Grow In A Focused Niche with Daniel Hannoush

Ep 196: Partnering With A Center Of Influence To Rapidly Grow In A Focused Niche with Daniel Hannoush

FromFinancial Advisor Success


Ep 196: Partnering With A Center Of Influence To Rapidly Grow In A Focused Niche with Daniel Hannoush

FromFinancial Advisor Success

ratings:
Length:
103 minutes
Released:
Sep 29, 2020
Format:
Podcast episode

Description

Daniel Hannoush is the co-founder of One & Done Financial, a virtual independent RIA that oversees nearly $70-million of assets under management for 350 client households. He has been able to consistently add five to ten new clients every single month since launching only four years ago. How has he done this? Hyper-focused niching. In this episode, we’re discussing how Daniel was able to scale exponentially by niching down, how a fateful introduction led him to meeting his business partner, and why they chose to go with a 50/50 partnership deal despite advice to the contrary. Daniel will also share where he expects the firm to be in 10 years due to the exponential growth, as well as why he lives by the motto “if your visibility exceeds your ability, it destroys your credibility.” For show notes and more visit: https://www.kitces.com/196
Released:
Sep 29, 2020
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.