#31 The Journey to a Secure Retirement w/ Dana Anspach, CEO & Founder, Sensible Money, LLC
Ultra High Net Worth Clients with Chris Brodhead
English - January 24, 2024 16:42 - 49 minutes - 57.8 MBFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Dana Anspach (https://www.sensiblemoney.com/), a seasoned financial advisor and founder of Sensible Money, discusses the importance of strategic financial planning for those in the decumulation phase of wealth. Dana shares her approach to financial advising, the unique process Sensible Money uses requiring clients to go through an initial planning phase, and her passion for providing value to her clients and the broader financial industry through educational content. She also talks about her business's evolution and her goal of creating a sustainable business that can operate successfully beyond her.
In this episode, Chris and Dana discuss:
1-The Impact of a Good Financial Advisor
2-Working with Next Generation Clients
3-The Importance of Retirement Planning
4-Organic Growth and Developing a Niche in Financial Advisory
LinkedIn: https://www.linkedin.com/in/danaanspach/
Website: https://www.sensiblemoney.com/
Twitter: https://twitter.com/moneyover55
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
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.