Dillon Widdows is a Senior Wealth Advisor at Accelerated Wealth who steers $85 million in client assets with a fiduciary mindset shaped by Fisher Investments and hard-won lessons from the 2008 crash. He now helps “millionaire-next-door” retirees turn disciplined saving into durable income and true financial contentment.
In this episode, Chris and Dillon discuss:
- Coaching retirees to stay calm during 15% market drawdowns
- Crafting income + growth portfolios for military and federal pensions
- Why true fiduciaries never “sell” and how referrals power organic growth
- Ultra-marathon habits that translate to client discipline and success
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!