Adrian G. Davies is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm’s information technology strategy.
In this episode, Chris and Adrian discuss:
- Why Most People Ignore Portfolio Managers—Until They Don’t
- Building Lasting Client Relationships in Wealth Management
- Navigating Market Cycles
- Word-of-Mouth Growth
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
