For Advisors By Advisors

For Advisors By Advisors - Interview with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing - Are all Buy In Equity Programs the Same? This Founder Says No.

August 02, 2023 Evan J Mayer Season 2 Episode 23
For Advisors By Advisors - Interview with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing - Are all Buy In Equity Programs the Same? This Founder Says No.
For Advisors By Advisors
More Info
For Advisors By Advisors
For Advisors By Advisors - Interview with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing - Are all Buy In Equity Programs the Same? This Founder Says No.
Aug 02, 2023 Season 2 Episode 23
Evan J Mayer

In this episode, we talk with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing.  We spent a lot of time talking about the new buy in plan the financial advisors have with Gateway and how David feels this approach is different and better than other plans.  We also went through what Gateway is doing when advisors are looking to exit and how Gateway is not planning any exit anytime soon.  We also spent time going over the aging demographic in our business and what younger advisors are looking for.

Hope you enjoy it!

Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  

I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

Show Notes

In this episode, we talk with David Wood, Founder and Chief Visionary Officer, Gateway Financial Partners and Co-Founder at BlueFish Advisor Marketing.  We spent a lot of time talking about the new buy in plan the financial advisors have with Gateway and how David feels this approach is different and better than other plans.  We also went through what Gateway is doing when advisors are looking to exit and how Gateway is not planning any exit anytime soon.  We also spent time going over the aging demographic in our business and what younger advisors are looking for.

Hope you enjoy it!

Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  

I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors