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#110 Using Care and Trust to Keep Clients Forever w/ Daniel J. Traub, Senior Financial Advisor, Montis Financial.
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/
Daniel J. Traub (https://www.linkedin.com/in/daniel-traub-2bb3659/), is a Senior Financial Advisor at Montis Financial. With over three decades of experience. Dan shares his journey in the financial industry, starting from a unique mom-and-pop shop in 1988 to founding his firm, Tempo Financial Advisors, in 2008. Dan discusses the pivotal decisions in his career, the importance of personalized financial planning and shares insights on working with high-net-worth clients.
In this episode, Chris and Dan discuss: 1. The Evolution of Financial Advisory Practices 2. Forming Tempo Financial Advisors 3. Transitioning and Merging Firms 4. Focusing on Client Needs and Education
Connect With Daniel Traub:
LinkedIn:https://www.linkedin.com/in/daniel-traub-2bb3659/
Website:https://montisfinancial.com/
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok:https://tiktok.com/ultrahighnetworthclients
YouTube:https://www.youtube.com/@uhnwc
Facebook:https://www.facebook.com/UHNWCPodcast
Twitter:https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website:https://uhnwc.com
Work with us:https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
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By Chris Brodhead
5
6363 ratings
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/
Daniel J. Traub (https://www.linkedin.com/in/daniel-traub-2bb3659/), is a Senior Financial Advisor at Montis Financial. With over three decades of experience. Dan shares his journey in the financial industry, starting from a unique mom-and-pop shop in 1988 to founding his firm, Tempo Financial Advisors, in 2008. Dan discusses the pivotal decisions in his career, the importance of personalized financial planning and shares insights on working with high-net-worth clients.
In this episode, Chris and Dan discuss: 1. The Evolution of Financial Advisory Practices 2. Forming Tempo Financial Advisors 3. Transitioning and Merging Firms 4. Focusing on Client Needs and Education
Connect With Daniel Traub:
LinkedIn:https://www.linkedin.com/in/daniel-traub-2bb3659/
Website:https://montisfinancial.com/
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: https://instagram.com/ultrahighnetworthclients
TikTok:https://tiktok.com/ultrahighnetworthclients
YouTube:https://www.youtube.com/@uhnwc
Facebook:https://www.facebook.com/UHNWCPodcast
Twitter:https://twitter.com/uhnwcpodcast
iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400
Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr
Website:https://uhnwc.com
Work with us:https://famousfounder.com/fa
DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.