B2Bahnsen
David BahnsenFollow B2Bahnsen for David's "Business to Business" commentary on the wealth advisory profession! From business growth to practice management we want to spark ideation and inspiration in the financial advice world that David loves dearly.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | b2bahnsen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How Can an Advisor Truly Differentiate?
Today I want to address one of the most important subjects facing advisors – the subject of differentiation. This topic has always been important for elite advisors, and in fact, is likely the way they came to be elite advisors, whether the...
From TBG 1.0 to 2.0 to 3.0
First, some quick housekeeping …
Advisors as Owners vs. Employees
Before I begin, I was absolutely thrilled to be Michael Kitces guest on his podcast last week. I mention it here because Michael’s podcast is the best podcast for advisors in our business, bar none. I would love for you to listen to the epi...
Trust, Not Persuasion
I think I have made very clear since I started B2Bahnsen the impact Nick Murray has had on me on my career. Particularly, my philosophy around the relationship between the advisor and the client has been significantly influenced by Nick, an...
Authors
The writers behind this newsletter.
David is the founder/Managing Partner of The Bahnsen Group, a national firm w/ $8 billion of AUM, 85 employees, & 10 offices. He writes at DividendCafe.com, hosts the podcast, Capital Record, and is a frequent guest on Fox Business, CNBC, & Bloomberg
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