Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin скачать в хорошем качестве

Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: • Growing the business with great people and a client-first mentality • The little things that make a big difference for advisors • Fee-only financial planning and investment advisory services • Growing the business in the right ways • Goal-based wealth management Brett R. Danko, CFP®, has worked in the financial services industry for many years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top tier financial advisors and to consult on complex planning issues affecting their clients. Brett is the Founder and Managing Partner of Main Street Financial Solutions, LLC, specializing in financial planning and asset management. In that capacity, he helps the firm’s clients address their complex financial planning and investment situations. Ted Durkin serves as President and Managing Partner at Main Street Financial Solutions. He is responsible for overseeing all financial advisors, driving firm initiatives and goals while collaborating, coaching, and recruiting top talent. With over 25 years of wealth management experience, Ted brings a great deal of knowledge having served in a multitude of capacities including Leadership, Management and Financial Advisor roles. He started his career in finance in 1994 as a Financial Advisor with Merrill Lynch in New York City. Over the next 20 years he held numerous positions within Merrill Lynch. In 2000, he transitioned his career to Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-2011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2011-2014). Market Head for the Pennsylvania Southern New Jersey Market UBS (2015-2023). Episode Highlights: 00:00 - Intro 02:47 - Ted and Brett’s first memory of money 05:48 - Starting Main Street Financial Solutions 08:45 - Joining Main Street Financial Solutions 12:09 - How Main Street Financial Solutions has changed over time 18:13 - Putting the client first 30:36 - Growth through fun, flexibility, and advisor independence 39:57 - Active management 47:47 - Lightning round Harbor Capital: info@harborcapital.com | https://harborcapital.com Bryan Moore:   / bryanmoore71   Brett Danko:   / brett-danko-a32b247   Ted Durkin:   / ted-durkin-09b1a689   Main Street Financial Solutions: https://msfsolutions.com/ Music provided by Tom Hunt / Music&SFX Pro, Artlist License The Active Advisor: • Apple Podcasts: https://apple.co/3G00p06 • Spotify: https://spoti.fi/3lWkDRA • bCast: https://podcasts.bcast.fm/the-active-... • YouTube:    • The Active Advisor   #activeadvisorpodcast #wealthmanagement #financialadvisor #investmentplanning