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Pure Financial Advisors, LLC - Financial Advisory Firm in San Diego, CA | WiserAdvisor
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Brian Perry - Pure Financial Advisors
Brian Perry - Pure Financial Advisors
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Jeff Brecht - Financial Advisor - Pure Financial Advisors
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Pure Financial's President and CEO Joe Anderson sits down with SmartAsset CEO Michael Carvin to discuss how his firm was able to raise $1 billion in AUM through SmartAsset to bring them to a total of $6 billion. 🎥 Tune in as he shares his lessons and successes in sourcing clients to closing deals since Pure Financial opened in 2007. Check out the full interview here: https://shorturl.at/o1foe #SmartAsset #FinancialAdvisors --- Disclaimer: Pure Financial Advisors is an actual SmartAsset client.
0:14
Pure Financial's President and CEO Joe Anderson sits down with SmartAsset CEO Michael Carvin to discuss how his firm was able to raise $1 billion in AUM through SmartAsset to bring them to a total of $6 billion. 🎥 Tune in as he shares his lessons and successes in sourcing clients to closing deals since Pure Financial opened in 2007. Check out the full interview here: https://shorturl.at/o1foe #SmartAsset #FinancialAdvisors --- Disclaimer: Pure Financial Advisors is an actual SmartAsset client.
529 viewsNov 12, 2024
FacebookSmartAsset.com
How Pure Financial Built a $9B Firm by Doing the Opposite
57:16
How Pure Financial Built a $9B Firm by Doing the Opposite
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