Barron's Top 15 Advisor Steven Cassaday on His Unorthodox Way to Billions in AUM

Between Now and Success · Feb 26, 2018 · 54m

I've long said that there are many ways to be successful as a financial advisor. My guest today, Steve Cassaday, founder and CEO of Cassaday and Company, Inc., is a perfect example. His main marketing plan is a throwback to the 1990s. He spends hundreds of thousands of dollars per year doing high-end dinner seminars for a carefully selected group of people. And when they become a client, he creates a comprehensive financial plan for them but he does NOT use financial planning software to do it.

Steve Cassaday and I talked about how he's grown from $44 million in AUM to the #12 ranked advisor…