Marc Shaffer is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and actively monitoring their financial plans.
In this episode, Marc and Chris discuss:
- Helping Clients Define Their Financial Legacy
- The Art of Connecting Clients with the Right Resources
- How FinTech is Changing the Role of Financial Advisors
- Breaking the Minimum Barrier
You may also connect with Marc at www.allosadvisors.com
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!
