#89 The Role of Personality in Financial Advisory 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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DISCLAIMER: This content is provided by FourStar Wealth Advisors 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. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
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