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#42 The Evolution of Financial Planning: From Sales to Stewardship

Marc Shaffer (@MarcCShaffer) is co-owner and CFO at Searcy Financial Services and Allos Investment Advisors. He specializes in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.   

In this episode, Brian and Marc discussed: 

  • Building a Niche-Focused Financial Advisory Business 
  • Investing in Sectors with ETFs for Long-Term Growth 
  • What makes Your Business Unique? 
  • Patience is the Key to Success in Business 

Facebook: https://www.facebook.com/marc.shaffer  

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FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

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