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How Focused Marketing and Top-Tier Advice Doubled Erin Scannell's AUM to $4B in Just 4 Years
Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors.
In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Four years later, Heritage has doubled to $4 billion in AUM, and Erin is in charge of over 80 team members, including 20 advisors and a robust support team.
On today's show, Erin shares the secrets behind his firm's explosive growth, including their innovative approach to organic marketing, the power of virtual events, and the strategic acquisition that brought them into the high-net-worth…
The skinny
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