What is B2Bahnsen?
You’ll want to follow B2Bahnsen if you are in the wealth advisory profession! This is David Bahnsen’s “business to business” perspective and commentary - David loves the financial advice profession and with B2Bahnsen you’ll get his views on business growth and practice management that have been vital to his efforts for 25 years. All sorts of topics will be covered, and our goal is that each piece sparks some sort of ideation or inspiration for you and your business. Subscribe to get full access to the newsletter and publication archives.
Who is David Bahnsen?
David is the Founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, managing $7 billion on behalf of their clients and overseeing a team of 75 people and ten offices (Newport Beach, New York City, Minneapolis, Nashville, Bend, Austin, Phoenix, Palm Beach, Grand Rapids, and one new location soon to be announced). He entered the business 25 years ago as a trainee at Paine Webber which was immediately absorbed into UBS. He built up a $100 million practice the old-fashioned way over the next five years as a pure sole practitioner, and left for Morgan Stanley. From there he survived and thrived through the financial crisis, grew the business to $600 million of AUM, and grew out to a team of eight people. In late 2014 he began planning the creation of his own firm, and left with his whole team on April 2, 2015. Over the last ten years The Bahnsen Group has grown at 28.7% per year and now manages $7 billion, and has its eyes firmly set on $10 billion as the next milestone (100% organic growth). David and his partners and teammates are born fiduciaries and passionate defenders of the advice industry and those who love markets and clients as much as they do.
Cost and Reading Load?
There will be no cost. This is not his day job. He plans to submit a post about once a week and other than that leave your inbox alone. No investment commentary. No sales pitch for his dividend growth ETF, ticker TBG. Just his own experience and perspective on matters related to this beautiful profession of ours.
Who should subscribe?
Financial advisors, planners, RIA’s, and various practitioners in the wealth advice business who are interested in better serving their clients, growing and improving their practice, and who may be interested in the perspective of a proprietor like David. He does not believe his perspective is gospel, but he hopes his experiences and point-of-view can be helpful.
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