#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner, Founder & Wealth Advisor, Fairhaven Wealth Management

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Marc Horner (https://www.linkedin.com/in/mhorner/) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial literacy video series, Fairhaven brings a fresh approach to financial planning and investing.

In this episode, Brian and Marc discuss:

1. How Acquisitions Can Drive Growth for Financial Advisors

2. Crafting Memorable Client Experiences: Why Personality Matters

3. Using Creative Marketing to Stand Out 

4. Why Client Experience Matters More Than Investments

LinkedIn: https://www.linkedin.com/in/mhorner/ 

Company LinkedIn: https://www.linkedin.com/company/fairhaven-wealth-management/ 

Website: https://www.fairhavenwealth.com/ 

               https://www.thebullbearclub.com/ 

               https://www.milliondollarcupofcoffee.com/ 

Instagram: https://www.instagram.com/fairhaven_wealth/ 

YouTube: https://www.youtube.com/@fairhavenwealth 

Podcast: https://www.fairhavenwealth.com/podcast 

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