Mark Scribner is the Managing Director, Partner & Wealth Advisor at Carson Wealth. Mark delves into his career journey, the transition from wirehouse firms to independent advisory, and the impact of AI and technology on financial services. Discover Mark’s approach to client relationships, marketing strategies, and his passion for helping entrepreneurs.
In this episode, Chris and Mark discuss:
- Transitioning from Wire House to Independent Advisor
- Building Relationships and Finding Your Niche
- Leveraging Social Media and Technology
- The Future of Financial Advising: AI and Innovation
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!
