In this episode, Andy Traub interviews Tim Dyer, a seasoned financial advisor and member of the Elite Advisor Network.

Tim shares his journey from his upbringing in New Hampshire to his education at Babson College, and his early career during the dot-com boom and the 2008 financial crisis.

They discuss the importance of proactive business development, the challenges within corporate structures, and the critical role of client trust.

Tim emphasizes creating personalized paths in financial advising, leading to the establishment of his own firm, Dyer Wealth Management.

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138 Advisor Stories: New life for a veteran advisor 45:06 Share

Becoming An Elite Financial Advisor With Sten Morgan

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138 Advisor Stories: New life for a veteran advisor