#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner, Founder & Wealth Advisor, Fairhaven Wealth Management
Description
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Marc Horner (https://www.linkedin.com/in/mhorner/) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial literacy video series, Fairhaven brings a fresh approach to financial planning and investing.
In this episode, Brian and Marc discuss:
1. How Acquisitions Can Drive Growth for Financial Advisors
2. Crafting Memorable Client Experiences: Why Personality Matters
3. Using Creative Marketing to Stand Out
4. Why Client Experience Matters More Than Investments
LinkedIn: https://www.linkedin.com/in/mhorner/
Company LinkedIn: https://www.linkedin.com/company/fairhaven-wealth-management/
Website: https://www.fairhavenwealth.com/
https://www.thebullbearclub.com/
https://www.milliondollarcupofcoffee.com/
Instagram: https://www.instagram.com/fairhaven_wealth/
YouTube: https://www.youtube.com/@fairhavenwealth
Podcast: https://www.fairhavenwealth.com/podcast
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