Sam Kaplowitz is the Vice President and an Investment Advisor at Breachway Investments. Sam discusses his journey from working at Wells Fargo and Merrill Lynch to founding his own independent firm. He shares valuable insights on serving high-net-worth clients, building strong client relationships, and specializing in niches like veterinarians and business owners.
In this episode, Chris and Sam discuss:
- From Banking to Financial Advisory
- The Impact of Going Independent
- Finding New Clients as an Independent Advisor
- The Importance of Personalized Service in Financial Advising
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!
