S6. EP. 2 - Propelling Growth to Fuel Your Legacy
OnPoint with Oak Street Funding
<p>Listen as Susie McEuen, VP of Strategic Markets Sales at Oak Street Funding, interviews David Bahnsen in this special season 6 episode! David Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a national private wealth management firm with offices in Newport Beach, New York City, Bend, Nashville, Minneapolis, Austin, Phoenix, and West Palm Beach, managing over $5.7 billion in client assets.</p>
<p>David has been immensely successful in growing his business inorganically and organically and his story is worth a listen for any advisor looking to grow. He talks about growth strategies, succession planning, and more! </p>