Navigating Revenue and Client Relationships in Advisory Firms

David Bahnsen has built a reputation for speaking his mind, not only on issues related to financial markets, but also on topics many advisors shy away from, like religion and politics. Which has paid off for him in the form of attracting $100 million of new client assets to his firm per month as his content has built his credibility, deepened audience engagement, and drawn in both like-minded clients and those who respect his authenticity.

David is the Founder of the Bahnsen Group, an RIA based out of California that oversees approximately $7.5 billion in assets under management for 1,800 client households. In this episode, he shares how his unconventional content strategy has driven firm growth, why he made the strategic decision to step away from serving clients directly to focus on scaling the business, and how his unique compensation and development model fosters long-term success for his team. He also discusses integrating tax prep as a value-add rather than a profit center, expanding into smaller markets to build a national brand, and his commitment to mentoring his advisors as he plans for the firm’s future.

For show notes and more visit: https://www.kitces.com/442