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#115 Turning Small Accounts Into Million-Dollar Clients w/ Marc Shaffer, Principal & CFO, Searcy Financial Services, Inc.
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Marc Shaffer (https://searcyfinancial.com/ ) is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and actively monitoring their financial plans.
In this episode, Marc and Chris discuss:
1. Helping Clients Define Their Financial Legacy
2. The Art of Connecting Clients with the Right Resources
3. How FinTech is Changing the Role of Financial Advisors
4. Breaking the Minimum Barrier
LinkedIn: https://www.linkedin.com/in/marcshaffer/
Website: https://searcyfinancial.com/
https://www.allosadvisors.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" from https://UHNWC.com/
Marc Shaffer (https://searcyfinancial.com/ ) is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and actively monitoring their financial plans.
In this episode, Marc and Chris discuss:
1. Helping Clients Define Their Financial Legacy
2. The Art of Connecting Clients with the Right Resources
3. How FinTech is Changing the Role of Financial Advisors
4. Breaking the Minimum Barrier
LinkedIn: https://www.linkedin.com/in/marcshaffer/
Website: https://searcyfinancial.com/
https://www.allosadvisors.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.