David McClellan (@wethorn), shares his journey from a technology and consulting background to establishing a successful financial advisory practice with Forum Financial. McClellan highlights his approach to adding value as a fiduciary, the importance of relationships, leveraging personal passions for business growth, and the shift towards virtual client engagements.
In this episode, Chris and David discuss:
- Authenticity in Advisor-Client Relationships
- Using A Client-Centric Approach
- Overcoming Retirement Fear
- The Importance of Building Virtual Relationships
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!
