Dan Callahan, Partner and Chief Investment Officer at Capasso Planning Partners, shares his strategies for growing his firm through outsourcing lead generation. He discusses the challenges and triumphs of starting from zero, using third-party platforms to expand his reach, and justifying the costs of buying leads. The podcast explores the benefits of virtual meetings, lead generation and qualification processes, lead flow and quality, and transitioning from a niche firm. The speaker also reflects on the emotional rollercoaster of building an advisory business and the importance of work-life balance.
