Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

What’s the best way to offer financial advice to business-minded clients? For starters, it helps to be clear on what it means to be a business owner yourself. Today’s guest has taken serious steps to develop himself as an entrepreneur, which helps him work with his own clients, most of whom are business owners.  Dustin Serviss of Serviss Wealth Management has been featured as the number 1 Top 40 Under 40 leader in 2014 by the Kelowna Chamber of Commerce. In 2017, Serviss Wealth Management was awarded the Top 10 Wealth Builder Award by its previous investment dealer (consisting of over 800 advisors). Serviss Wealth Management was also voted one of the Top 3 Micro Businesses in Kelowna by the Kelowna Chamber of Commerce in 2018. Listen in to hear how Dustin helps business owners manage their wealth – and their businesses.  What You’ll Learn in This Episode:  How Dustin went from day trading as an engineer to running a successful practice (4:10) Dustin’s unique appro