Welcome back to the 264th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dan Callahan. Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client … Continue reading #FA Success Ep 264: Outsourcing Lead Generation To Accelerate Growth When Starting From Scratch, With Dan Callahan