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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/

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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.