Ep #153: The Merging of Two Practices - The Careers of Gabe Anderson & Scott Bell

Ep #153: Gabe Anderson & Scott BellHave you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started their own practices and ended up merging their financial planning and investment businesses to create a business that provides a quality experience for all clients. They discuss the process of merging and where they want to go with their partnership.

Gabe and Scott share their backgrounds and how they got into financial planning (with a shared interest in investment services. They discuss how great it is that they can balance each other when it comes to skill sets and interests. From mistakes they’ve made to hiring, teamwork and systems, there’s a ton to learn from this awesome team.

 

Listen to the Full Interview:

Want more from XYPN Radio? Become a VIP to access our private community!

What You'll Learn from This Episode:

  • How Gabe and Scott ended up as business partners.
  • How they managed the merge.
  • How their different businesses work together.
  • The different roles they play.
  • How they ended up with a niche in the entertainment industry.
  • How to manage business growth vs. lifestyle.
  • What it’s like to team up with another advisor.
  • How to build your ideal lifestyle through building a wealth management business.
  • The importance of getting involved in organizations.
  • The benefits of having different designations.

Featured on the Show:


This Episode Sponsored By:

Ruby - PartnerpageDid you know that 72% of callers who reach an automated answer will hang up without leaving a message and often call another advisor? A missed call can cost you a new client or chance to grow wallet share with existing ones. 

That's why finance professionals rely on Ruby®’s live receptionists to answer calls, transfer only the calls they want, take messages, collect new client intake, make follow-up calls, and more—allowing them to accomplish more and grow.

Let Ruby help you increase productivity and give outstanding client service with every call. For a special offer visit callruby.com/XYPN and use promo code XYPN, or better yet, call us at 844.853.7829. 

 
subscribe-with-itunesSubscribe-with-stitcher

Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep
Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner
Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch
Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich
Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

Subscribe to Email Updates