#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner
https://youtu.be/AajVuGQSn9I 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 […]
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