Marc Horner 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:
- How Acquisitions Can Drive Growth for Financial Advisors
- Crafting Memorable Client Experiences: Why Personality Matters
- Using Creative Marketing to Stand Out
- Why Client Experience Matters More Than Investments
Connect with Marc:
Company LinkedIn │Instagram │YouTube │Podcast
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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