• 138 Advisor Stories: New life for a veteran advisor

  • Aug 7 2024
  • Length: 45 mins
  • Podcast

138 Advisor Stories: New life for a veteran advisor

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  • Summary

  • In this episode, Andy Traub interviews Tim Dyer, a seasoned financial advisor and member of the Elite Advisor Network.

    Tim shares his journey from his upbringing in New Hampshire to his education at Babson College, and his early career during the dot-com boom and the 2008 financial crisis.

    They discuss the importance of proactive business development, the challenges within corporate structures, and the critical role of client trust.

    Tim emphasizes creating personalized paths in financial advising, leading to the establishment of his own firm, Dyer Wealth Management.

    Click here to join our online EAN community for free access to our resources, interaction with hundreds of Elite Advisors, and weekly insights from Sten.

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