### FAQ

#### 1. How did Gaetano Sacco grow his practice from $5 million to $75 million in just 5 years?
Gaetano Sacco was able to grow his practice by leveraging his ‘youthfulness’ as a 30-something advisor to build credibility with clients. He highlighted how his age positioned him as a long-term advisor who could be with his clients throughout their retirement.

#### 2. What strategies did Gaetano use to drive client referrals?
Gaetano focused on being proactive in addressing client concerns, especially during the COVID-induced market downturn. He utilized phone calls, webinars, written commentary, and even developed expertise in PPP loans to engage with clients and generate referrals.

#### 3. How did Gaetano balance building his book of business while serving his existing clients?
Gaetano empowered a newer advisor within his practice to handle plan-building and client-facing tasks, allowing him to focus on growing his business while ensuring his current clients received high-quality service.

### Conclusion

Gaetano Sacco’s journey from a young advisor with limited assets under management to a successful partner at Fountainhead Advisors managing $75 million in AUM is a testament to the power of leveraging one’s unique strengths and experiences in the financial advisory industry. By turning his ‘youthfulness’ into an asset and proactively engaging with clients during challenging times, Gaetano was able to build a thriving practice and establish long-lasting relationships with his clients. His commitment to ongoing learning and participation in advisor study groups further demonstrates his dedication to excellence in the profession. As advisors navigate their own career paths, Gaetano’s story serves as an inspiring example of how authenticity, hard work, and a client-centric focus can lead to success in the financial advisory industry.