Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC® is a Financial Advisor and the Senior Managing Director at Truist Wealth with 25 years of experience and $1.1 billion in assets under management. Trey shares his journey in wealth management, highlighting pivotal career moments and his client-first philosophy. He emphasizes the importance of trust, financial coaching, and uncovering blind spots for clients.
In this episode, Chris and Trey discuss:
- Succession Planning
- Building a Legacy
- Handling Client Relationships
- Forward-thinking Financial Strategies
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!
