Feature Episode: Embrace Change & Reshape The Future of Finance with Dany Martin and Chase Crump
Get ready to delve into the heart of disruption in the financial advisory landscape with Dany Martin and Chase Crump in this week’s episode of The Disruption Blueprint!
Here, Shannon Spotswood embarks on a captivating journey exploring the transformative shifts occurring within the financial advisory sector. Joined by industry mavericks Dany Martin, MBA, and Chase Crump, CFP®, partners at WFA in Shreveport, Louisiana, this conversation promises a deep dive into how forward-thinking strategies, embracing change, and a focus on client engagement and technologically enhanced experiences reshape the future of financial services.
Dany & Chase’s key takeaways:
- How WFA’s forward-thinking approach, including geographical expansion and niche market development, led to their record-breaking year
- The importance of embracing technological advancements to enhance client experiences and reach
- The significance of deep, authentic client relationships in fostering loyalty and driving business growth
- Strategies for identifying and successfully engaging niche markets, such as professional athletes, for growth
- How advisors can get themselves unstuck, whatever the definition of stuck is for them
- How the industry could evolve in the next 3 to 5 years
- How investing in branding and marketing can solidify your firm’s presence and attract both new and loyal clients in a competitive landscape
- And more!
Connect with Shannon Spotswood:
Connect with Dany Martin:
Connect with Chase Crump:
About Our Guests:
Dany Martin, MBA, Partner & Wealth Advisor:
Dany Martin, a South Louisiana native but Shreveport resident, was in search of a service-oriented, innovative, and proactive wealth management organization. He wanted a team that focused on exceeding clients’ needs and upholding the highest standard of service. His mission is to be a student of life and educate others about the profound, positive impact that sound financial planning will have on peoples’ lives and on their families. He also is a huge advocate of positive thinking and leadership.
Dany’s passion for helping others strive for financial health started during his high school years when residual income and the idea of having money work for you crossed his desk. He further pursued his enthusiasm for business and finance during college, where he attended Northwestern State University. During those 4 years in Natchitoches, he achieved a Bachelor of Science degree in Business Administration and was an active member and treasurer of Sigma Nu Fraternity. He continued his education by obtaining a Master’s in Business Administration degree from Louisiana Tech University.
Prior to becoming part of the WFA team in January of 2015, Dany spent 8.5 years at Capital One Bank, where in a very short time he worked his way up from a teller to a Financial Advisor covering 10+ branches in the Shreveport, LA area.
Chase Crump, CFP®, Partner & Financial Guide – NFLPA Registered Financial Advisor:
As a Partner of WFA, LLC and a Financial Strategist with RFG Advisory, Chase’s passion is working to improve the lives of his clients and establishing financial confidence, allowing clients to focus on the aspects of their lives they enjoy most. Chase strives to make the complicated simple by educating his clients so they can feel more confident about the decisions they make regarding their financial health. As a CFP®, he uses his holistic understanding of financial planning and portfolio management to help families, small business owners, and young professionals create customized paths in pursuit of financial freedom.
After graduating from Louisiana College with his Bachelor’s degree in Business, Chase pursued his lifelong dream of playing professional baseball. In 2006, after retiring from baseball, Chase moved to Shreveport to complete his Master’s in Business Administration (MBA) at Louisiana State University – Shreveport. Chase began his career in the financial services industry by working as a financial advisor for Capital One Bank in Shreveport. In April of 2009, Chase joined the team at WFA. Moving to an independently run advisory practice ensured Chase could offer unbiased advice, work with a team of professionals, and invest company resources into continuously improving the firm’s services.
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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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