Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC. Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients’ lives by finding the right solution and encouraging them to be lifelong partners in their own financial plan.
In this episode, Chris and Tim discuss:
- Building Wealth by Putting People First
- Client-Centered Advisory
- Leveraging Referrals Without Solicitation
- Keeping Clients for the Long Haul
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!
