Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA (Ep. 3)

Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA (Ep. 3)

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“Feed your mind, feed your soul, just always be open to learning new things.”

Today we’d like to welcome Dany L. Martin, MBA, Partner and Wealth Advisor at WFA, to this episode of Disruption Blueprint. Dany is social media savvy, community driven, and has a keep moving forward attitude that makes him an innovator in our industry. “Feed your mind, feed your soul, just always be open to learning new things,” Dany says.

Most recently, Dany was named to InvestmentNews’ 40 Under 40 Class of 2021, which is an enormous accomplishment coming from a pool of over 600 candidates. Dany is doing great things for WFA, his team, and his clients. He’s mission driven and focuses on daily habits and really aligning himself with partners who have that shared belief. It’s how the entire WFA team gels together so successfully.

WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience, and they’ve completely crushed it the past year. WFA hired a new advisor, opened a second Shreveport office, and never forgot to focus on clients, family, team, and community.

Don’t miss Dany’s wisdom throughout the episode if you’re searching for tips on focusing on what matters, why technology is so important, and his updated way of measuring success. Disruption Blueprint is a show for independent financial advisors who want to crush everything and take their A-game to the next level brought to you by RFG Advisory with your host President Shannon Spotswood.

Join the conversation to hear about:

  • Welcome Dany to Disruption Blueprint 
  • Coming up with the WFA tagline: Plan, Invest, Inspire 
  • Finding the big picture: focusing on what matters 
  • Measuring success in thank you cards 
  • Embracing tech and why technology is so important 
  • “You just have to do it”: Dany’s approach to social media 
  • Making an office more like a home 
  • It’s all love 
  • A new approach to client gifts 
  • The story of Well+Fed Louisiana 
  • How Dany found his family 
  • Church and the 12 house habits 

 Referenced materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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