Erin Scannell

The Chief Executive Officer of Heritage Wealth Advisors, who successfully doubled the firm's AUM to $4 billion in four years.

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Aug 14, 2024 • 1h 18min

How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years

Erin Scannell, CEO of Heritage Wealth Advisors, shares his journey of doubling the firm’s AUM to $4 billion in just four years. He emphasizes innovative organic marketing and the impact of virtual events on client engagement. Erin discusses strategic acquisitions that have elevated their presence in the high-net-worth space. He delves into the integration of technology to enhance client interactions and the evolution of his leadership role from advisor to CEO, while fostering a supportive team culture in a hybrid work environment.