Daniel Goldsmith of Ascend Financial Group discusses the crucial role that classroom-based education plays in building trust when acquiring new clients.
During this conversation, Daniel illustrates ways advisors can use personalized service and transparency to foster long-term relationships, leading more efficient client acquisition and improved lifetime value. You’ll also hear insights to how FMT-driven Rejuvenate Your Retirement courses have helped him cultivate trust and success with retirees in his market.
About Daniel
Daniel Goldsmith, CFP® RICP® ChFC® is a Financial Advisor and Retirement Income Specialist with Ascend Financial Group. He is passionate about retirement planning and seeks to bring a feeling of confidence to all that work with him. He has been an FMT instructor since 2015, and is one of our most successful partners working with the Rejuvenate Your Retirement curriculum.