Nov 2, 2020
In this episode, Steve talks with Dan Goldie, a Certified Financial Planner with Buckingham Strategic Wealth. Though his career started as a professional tennis player, Dan shifted his to financial services in the 90s and never looked back.
Starting from zero clients and minimal experience in 1991, Dan was able to grow his one-man office to 250 clients with $900M in AUM. Even though he’s still doing things mostly by himself, he does lean on Buckingham for support. He likes to say he was always practicing to be a financial planner, even as a tennis player. And that same mindset has paid off in the last 30 years of his career.
Dan shares with Steve how he uses passive-oriented investing with his clients, how high standards of client service has led to sustainable growth, and why he thinks most financial planning is unnecessary.
”I think any strategy that you stick with long-term, you're going to have periods of poor results, not necessarily because the investment strategy is bad but just because of the market environment. You’ve just got to be disciplined and focused and stick to your approach, stick to what you believe in.” ~ @Dan Goldie