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Dan Brothers

Financial advisor with over 14 years of experience, focusing on individuals nearing retirement and asset accumulators. He emphasizes building rapport through his 'origin story' and utilizing a clearly defined niche market.

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14 snips
Jul 10, 2024 • 30min

Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP®

Dan Brothers, a seasoned financial advisor with over 14 years of experience, dives into the art of crafting an origin story to foster trust with clients. He discusses how sharing personal narratives can attract the right-fit clients and eliminate the need for cold prospecting. Dan reveals strategies for identifying a niche market, focusing on those nearing retirement and asset accumulators. He also highlights the impact of authenticity and the integral role his wife, Ashley, plays in targeting blue-collar millionaires. It’s a journey of connection and clarity!