We are pleased to share with you Dan Wendol, CFP of Dolphin Financial Group. Dan is a successful financial advisor with a growing YouTube channel. We discuss Dan's journey in his practice and how he arrived to generating leads from his YouTube channel.  

Daniel J. Wendol is the founder and CEO of Dolphin Financial Group. He is a CERTIFIED FINANCIAL PLANNER with a focus on income management and retirement planning.  Financial Coach: As an investment advisor representative, he is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. With experience in the insurance world, Daniel is not afraid of using insurance products and integrating them with traditional investment management strategies.  Daniel had previously worked in the heart of the investment world in New York City as an equities trader through both bull and bear markets. He earned a Bachelor of Science in Investments from Babson College where he graduated with Honors as a Presidential Scholar. Daniel holds a CFP Certification, a Series 65 license as well as his life and health insurance license.   

Dan is an accomplished author:  

The co author of - The Spending Window - How intermittent spending can improve your finances by Daniel J. Wendol & Angelo R Derosalia 

The co author of - A retirement Reality Check - Are you doing what you should be doing? by Daniel J. Wendol, Edward J. Wendol & Thomas J. Tyrkala  

https://www.youtube.com/c/Dolphinfinancialgroupfl 

For more information on this episode or the software used to make this video please call Dustin Hawks or Chris McPheron at 1-800-407-4137  

**The opinions herein may be from personal experience and may not necessarily be those of Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only.  We do not purport to offer tax, accounting, or legal advice. Financial Professional Use Only.**