Brian Carney (@Brian_J_Carney), CEO of River’s Edge Advisors shares his incredible journey of transitioning from a would-be physical therapist to a financial advisor. He touches on the importance of focusing on actual financial planning over selling products and the deep impact advisors can have on a client’s life, drawing from personal experiences.
In this episode, Chris and Brian discuss:
- The Importance of Open Communication
- The Power of Regular Check-ins
- The Value of Complementary Skill Sets in Partnerships
- Building Relationships and Growing Your Network
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!
