Daniel Zajac is a financial advisor and partner with Simone Zajac Wealth Management Group, a hybrid advisory firm on the Lincoln Investments platform that oversees nearly $250 million of AUM for 300 clients. Today Daniel joins the show to discuss how he built and developed a niche in working with those who receive significant equity compensation, including the years it took early on and how he accelerated his positive results. Listen in as we talk in depth about how Daniel’s firm prices and delivers its planning services, as well as how they determine whether a prospect is the right fit for the firm. You will learn why his business offers tax preparation as part of its services, how forming a niche has opened up new opportunities, and more.
For show notes and more visit: https://www.kitces.com/178
Financial Advisor Success