David Clayman is the Co-Founder and CEO of Twelve Points Wealth Management. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most out of life.
In this episode, Chris and Dave discuss:
- How David Started His Own Practice
- Reaching the $1 Billion Mark
- What to Look For in a Partner
- Having Honest Conversations With Clients
Youtube: https://www.youtube.com/@TwelvePointsWealthManagement
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!
