Sam Brownell has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning.
In this episode, Brian and Sam discuss:
- Financial Advising in a Niche
- How Financial Planning fits into Success Planning
- Finding Your Financial Niche
- Creating a Successful Financial Advising Company
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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