#79 Small Clients, Big Potential: Growing Wealth Together w/ Tim Newton, CEO & Wealth Manager, Newton Financial Solutions, LLC
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Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC (https://www.newtonfinancialsolutions.com/). 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:
1. Building Wealth by Putting People First
2. Client-Centered Advisory
3. Leveraging Referrals Without Solicitation
4. Keeping Clients for the Long Haul
LinkedIn: https://www.linkedin.com/in/tim-newton-70b692b/
Website: https://www.newtonfinancialsolutions.com/
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
Ultra High Net Worth Clients with Chris Brodhead
Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful business owners in the world to hear exactly how they maximized their marketing, amplified their Assets, and CLOSED their biggest clients! I've been helping business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a business owner looking to grow your business this is the podcast for you!
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