System Execution Podcast

Before entering the financial planning industry Dan Nuwash completed a 4 year activity duty commitment to the United States Marine Corps. After his military commitment Dan enrolled in Saint Peter’s University and completed both a business undergraduate degree and a Masters of Business Administration. Dan specializes in developing customized investment strategies for clients based on investment goals, risk tolerance, and capital commitments. His knowledge of risk management helps him mitigate systematic risk and exposure for clients by developing portfolios containing insurance and tax minimization investments. What you’ll learn about in this episode: Why Dan decided to make the move from working for a big firm to becoming an independent financial adviser How Dan has been successful with Finance for Thought without ever making a cold call The process for building relationships with clients that Dan implemented within Finance for Thought How Dan experienced trial and error in developing the relationship buildi