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Joe Anderson
Certified Financial Planner and co-host of the Your Money, Your Wealth podcast who guides conversations on retirement planning, withdrawal strategies, and tax-smart investing.
Best podcasts with Joe Anderson
Ranked by the Snipd community
Aug 7, 2024
• 50min
An Inside Look at Pure Financial - An RIA Organic Growth Machine
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Joe Anderson, President and CEO of Pure Financial, and Jason Carver, its Managing Partner and CFO, share insights into Pure's rapid growth, now exceeding $6 billion in assets. They discuss innovative marketing and content strategies that prioritize client education. The duo highlights the importance of empowering financial advisors and adapting lead generation tactics, particularly during the pandemic. Their take on balancing organic and inorganic growth through mergers and acquisitions reveals tactics for long-term sustainability in the competitive financial landscape.
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