#100 Is the 1% AUM Model Dying? The Rise of Retainer-Based Financial Planning w/ David Clayman, Co-Founder, CEO, & Wealth Manager, Twelve Points Wealth Management

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David Clayman (https://twelvepointswealth.com/), is a man of many talents. His firm, Twelve Points Wealth Management, in Concord, Massachusetts, is known for top results, client care, and solid integrity. He’s an Eagle Scout who follows a moral code. He’s a big sports fan, a passionate car guy, and a car collector. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them.

In this episode, Brian and David discuss:

1. Why Financial Planning Must Align with Client Values

2. From 7 to 100 Advisors: The $20 Billion Vision

3. The BHAG Strategy

4. Why One-Size-Fits-All Financial Advice Fails

LinkedIn: https://www.linkedin.com/in/daveclayman/ 

Website: https://twelvepointswealth.com/ 

Article: https://www.wsj.com/articles/as-oil-prices-climb-some-harbor-doubts-1423009406 

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