Daniel J. Traub is a Senior Financial Advisor at Montis Financial, with over three decades of experience. Dan shares his journey in the financial industry, starting from a unique mom-and-pop shop in 1988 to founding his own firm, Tempo Financial Advisors, in 2008. Dan discusses the pivotal decisions in his career, the importance of personalized financial planning and shares insights on working with high-net-worth clients.
In this episode, Chris and Dan discuss:
- Evolution of Financial Advisory Practices
- Forming Tempo Financial Advisors
- Transitioning and Merging Firms
- Focusing on Client Needs and Education
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
