Dan Goldie

Dan Goldie, former president of Dan Goldie Financial Services, thrived as a solo advisor, managing nearly $900 million in assets. He shares his journey of leveraging technology and outsourcing to enhance client service without a full-time staff. Dan discusses the importance of tailored investment strategies and how personal connections with affluent clients drive growth. He highlights the balance between efficiency and customization in financial advising, revealing that an adaptable approach leads to lasting success in a competitive industry.