Eric Van Ness is a financial advisor at Waddell & Reed. In Today’s episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory career, and cultivating client relationships through strategic networking.
In this episode, Chris and Eric discuss:
- Optimizing Your Solo Practice
- Continuous Learning and Recommended Books
- Maintaining a Work-Life Balance
- Future Plans & Goals
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!
