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 | 16 | Subscribers | Read | b2bahnsen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Financial Advisor Life is one of Both-And
In early November The Bahnsen Group hosted our annual all-team retreat, this year in Dallas, TX. For three nights and three days all 88 of our then team members got together for food, fellowship, fun, meetings, games, awards, music, and so ...
Buzzwords are for Pikers
First a little housekeeping … John Mauldin asked me to write his weekly Thoughts from the Frontline newsletter (which I have faithfully read every week for 25 years) a few months back and I wanted to share my thoughts with you on a “philoso...
Advisor Credentials, the Recent Nick Murray Event, and other Odds and Ends
Let me start by saying that the day I sent the last edition of B2Bahnsen was the day Amazon’s web servers went out for the day, and AWS powers Substack. And because I had so many people say they didn’t get it, I am just re-posting the piece...
How Investment Focused is an Advisor Supposed to be?
I recently completed my 20th annual “money manager week” in New York City – a week filled with meeting after meeting with various portfolio management partners of our firm. It began in 2006 when I was a sole operator at UBS managing a littl...
Authors
The writers behind this newsletter.
David is the founder/Managing Partner of The Bahnsen Group, a national firm w/ $8.2 billion AUM, 88 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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