Advisor2Advisor Podcast: Nathan Bachrach, Simply Money

On this episode of the Advisor2Advisor podcast, Scott and Pat welcome Cincinnati-based Simply Money founder Nathan Bachrach. Mr. Bachrach discusses Simply Money’s successful marketing history, the reasons they chose to merge with Hanson McClain Advisors, and the decline of traditional marketing in an increasingly cell phone-driven world. The interview ends with Pat McClain inviting listeners to visit our offices to see how Hanson McClain helps RIAs create and implement partnerships and succession plans.

Podcast Episodes