Dane Burkholder

Dane Burkholder, managing partner at Roseville Wealth Management, shares invaluable insights from his experience overseeing a team managing over $2 billion in assets. He highlights three crucial skills for advisors: effective communication, relationship building, and urgent execution. Burkholder also delves into the emerging market of collegiate athletes and the importance of financial education related to their name, image, and likeness rights. He emphasizes the need for innovative training programs for new advisors, combining hands-on experience with compassionate client support.