Rethink. Financial Advice Why advisors are failing at organic growth featuring Joe Duran
Why are advisors failing at organic growth?
In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.
Joe discusses:
- Organic growth versus consolidation
- How we need to get back to sales and training the next generation of advisors how to do it
- The low percentage of time advisors are focused on sales
- PE’s role in growth
- And more
Resources:
Connect With Joe Duran:
Connect With Adam Holt:
- Asset-Map
- LinkedIn: Adam Holt
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- Facebook: Asset-Map
- Twitter: Asset_Map
- YouTube: Asset-Map
Connect With Derek Notman:
About Our Guest:
Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.
In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.
Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals.
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