#42 The Evolution of Financial Planning: From Sales to Stewardship w/ Marc Shaffer, CFO at Searcy Financial and Principal at Allos Investment Advisors

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Marc Shaffer is co-owner and CFO at Searcy Financial Services and Allos Investment Advisors. He specializes in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.   

In this episode, Brian and Marc discussed: 

1. Building a Niche-Focused Financial Advisory Business 

2. Investing in Sectors with ETFs for Long-Term Growth 

3. What makes Your Business Unique? 

4. Patience is the Key to Success in Business

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

Website: https://www.searcyfinancial.com/  

Facebook: https://www.facebook.com/marc.shaffer  

Twitter: https://twitter.com/MarcCShaffer

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