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#29 Key Strategies for Acquisitions and Recruitment w/ Marc Horner, Founder, Fairhaven Wealth Management
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Marc Horner (https://www.fairhavenwealth.com/), is a successful financial advisor and founder of Fairhaven Wealth Management. Marc shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully transitions new clients. He also discusses the firm's unique tactic of using humor and fun in client education, as well as his work philosophy guided by stoicism.
In this episode, Chris and Marc discuss:
1. Acquiring Practices and Growing the Business
2. Finding the Right Practice to Buy
3. Transitioning New Clients and Enhancing Client Experience
4. The Potential of Comedy in the Financial World
Website - https://www.fairhavenwealth.com/
Bear Brothers - https://www.fairhavenwealth.com/bear-brothers
Million Dollar Cup of Coffee - https://www.fairhavenwealth.com/million-dollar-cup-of-coffee
LinkedIn (Personal) - https://www.linkedin.com/in/mhorner/
LinkedIn (Company) - https://www.linkedin.com/company/fairhaven-wealth-management
Instagram - https://www.instagram.com/fairhaven_wealth/
YouTube - https://www.youtube.com/@fairhavenwealth
Podcast - https://www.fairhavenwealth.com/podcast
Books Mentioned:
https://www.amazon.com/Obstacle-Way-Timeless-Turning-Triumph/dp/1591846358
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.
View all episodes
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 Horner (https://www.fairhavenwealth.com/), is a successful financial advisor and founder of Fairhaven Wealth Management. Marc shares his journey from the banking sector to becoming a financial advisor, the process of acquiring financial advisory practices, and how he successfully transitions new clients. He also discusses the firm's unique tactic of using humor and fun in client education, as well as his work philosophy guided by stoicism.
In this episode, Chris and Marc discuss:
1. Acquiring Practices and Growing the Business
2. Finding the Right Practice to Buy
3. Transitioning New Clients and Enhancing Client Experience
4. The Potential of Comedy in the Financial World
Website - https://www.fairhavenwealth.com/
Bear Brothers - https://www.fairhavenwealth.com/bear-brothers
Million Dollar Cup of Coffee - https://www.fairhavenwealth.com/million-dollar-cup-of-coffee
LinkedIn (Personal) - https://www.linkedin.com/in/mhorner/
LinkedIn (Company) - https://www.linkedin.com/company/fairhaven-wealth-management
Instagram - https://www.instagram.com/fairhaven_wealth/
YouTube - https://www.youtube.com/@fairhavenwealth
Podcast - https://www.fairhavenwealth.com/podcast
Books Mentioned:
https://www.amazon.com/Obstacle-Way-Timeless-Turning-Triumph/dp/1591846358
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.