Dana Anspach (@moneyover55), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensible Money uses requiring clients to go through an initial planning phase, and her passion for providing value to her clients and the broader financial industry through educational content. She also talks about her business’s evolution and her goal of creating a sustainable business that can operate successfully beyond her.
In today’s episode, Dana and Chris talk about:
- The Impact of a Good Financial Advisor
- Working with Next Generation Clients
- The Importance of Retirement Planning
- Organic Growth and Developing a Niche in Financial Advisory
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!
