Marc Horner is a successful financial advisor and founder of Fairhaven Wealth Management (fairhaven_wealth). Marc Horner shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully transitions new clients. He also discusses the firm’s unique tactic of using humor and fun in client education, as well as his work philosophy guided by stoicism.
In this episode, Chris and Marc discuss:
- Acquiring Practices and Growing the Business
- Finding the Right Practice to Buy
- Transitioning New Clients and Enhancing Client Experience
- The Potential of Comedy in the Financial World
Bear Brothers – https://www.fairhavenwealth.com/bear-brothers
Million Dollar Cup of Coffee – https://www.fairhavenwealth.com/million-dollar-cup-of-coffee
LinkedIn (Company) – https://www.linkedin.com/company/fairhaven-wealth-management
YouTube – https://www.youtube.com/@fairhavenwealth
Podcast – https://www.fairhavenwealth.com/podcast
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!
