Tim Henry, a private wealth advisor with Ameriprise and CEO of The Henry Group shares his journey from being an accounting major to a top financial advisor, discussing pivotal moments in his career, the importance of community involvement, and insights for navigating major market events.
In this episode Chris and Tim discuss:
- Evolution of the Industry
- Building Momentum and Client Relationships
- Community Involvement and Client Acquisition
- Team Building and Succession Planning
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!
