Vincent van Doorn (https://i-cthru.com/) is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between the US and Europe, the challenges and rewards of starting a business, and the implications of AI and machine learning in the financial advisory industry.
In this episode, Vincent and Chris discuss:
- Starting a Wealth Management Boutique
- Investment Strategies and Client Relations
- The Impact of AI on Financial Advisory
- Methods for Finding Investment Opportunities
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!
