Guy Leman is a founder and CFP at Compass Financial Services. Guy shares his journey from a corporate ladder climber to a trusted financial advisor, influenced by personal family experiences. He discusses the core values and unique approach of Compass Financial, emphasizing the importance of independent advice, team ownership, and building a culture based on valuing personhood and excellence in listening.
In this episode, Chris and Guy discuss:
- Client Success Stories
- Importance of Planning and Succession in Business
- How Genuine Care and Integrity Drive Growth
- Growing a Practice While Staying True to Foundational Values
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!
