Every advisor has to start somewhere, but what do you do when you move to a new city and have no personal market?
That's what happened with Collin Osbahr from Beck Capital Management.
He started his career straight out of college, building a financial practice from scratch.
No safety net.
No big book of clients.
Just pure hustle.
And he made it work.
Today, he works with a mix of high-net-worth clients and younger high-income professionals.
We covered:
• How to grow a book of business from zero
• Why deep investment management beats “set it and forget it”
• Reducing fees and taxes without sacrificing returns
• The value of active sector rotation and stock selection
• How to attract younger, high-earning clients online
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Colin:
-LinkedIn: https://www.linkedin.com/in/collin-osbahr-bb643b10a/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
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