#29 Key Strategies for Acquisitions and Recruitment w/ Marc Horner, Founder, Fairhaven Wealth Management
Ultra High Net Worth Clients with Chris Brodhead
English - January 17, 2024 16:42 - 45 minutes - 48.4 MBFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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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
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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.