Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin

Описание: On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. 

Join them as they discuss: 

• Growing the business with great people and a client-first mentality
• The little things that make a big difference for advisors
• Fee-only financial planning and investment advisory services
• Growing the business in the right ways 
• Goal-based wealth management

Brett R. Danko, CFP®, has worked in the financial services industry for many years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top tier financial advisors and to consult on complex planning issues affecting their clients. Brett is the Founder and Managing Partner of Main Street Financial Solutions, LLC, specializing in financial planning and asset management. In that capacity, he helps the firm’s clients address their complex financial planning and investment situations.


Ted Durkin serves as President and Managing Partner at Main Street Financial Solutions. He is responsible for overseeing all financial advisors, driving firm initiatives and goals while collaborating, coaching, and recruiting top talent. With over 25 years of wealth management experience, Ted brings a great deal of knowledge having served in a multitude of capacities including Leadership, Management and Financial Advisor roles. He started his career in finance in 1994 as a Financial Advisor with Merrill Lynch in New York City. Over the next 20 years he held numerous positions within Merrill Lynch. In 2000, he transitioned his career to Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-2011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2011-2014). Market Head for the Pennsylvania Southern New Jersey Market UBS (2015-2023).


Harbor Capital Details

• Harbor Capital Website (https://www.harborcapital.com/)
• Harbor Capital on LinkedIn (  / harbor-capital-advisors  )
• Harbor Capital on Youtube (   / @harborcapital  )
• Host Bryan Moore on LinkedIn (  / bryanmoore71  )
Guest Details

• Ted Durkin LinkedIn (  / ted-durkin-09b1a689  )
• Brett Danko LinkedIn (  / brett-danko-a32b247  )
• Main Street Financial Solutions LinkedIn (  / main-street-financial-solutions-llc  )
• Main Street Financial Solutions Website (https://msfsolutions.com/)

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation (https://podcasts.apple.com/us/podcast...)
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP (https://podcasts.apple.com/us/podcast...)
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors (https://podcasts.apple.com/us/podcast...)

The Active Advisor is handcrafted by our friends over at: fame.so (https://www.fame.so/?utm_medium=podca...)