Meet our team’s newest financial advisor, Dan Oaklief. Find out how he has reenergized and motivated our team and how he’ll be helping our clients.
Click the timestamps below to skip to a specific topic in the episode.
The Combination and Key Points:
On this week’s episode of Unlocking Your Financial Future, meet our newest team member, Dan Oaklief. Dan grew up in northeast Ohio and studied finance and accounting in Tennessee.
He comes to us with about five years of experience in the financial planning world and will focus on clients’ retirement and income planning. He also brings some new accreditations to the team as a Retirement Income Certified Professional and a Certified Plan Fiduciary Advisor.
Dan says one of the biggest challenges he helps clients with is managing their various retirement accounts. One of the reasons we brought him on the team is his passion for helping people.
“Having some fresh blood come in, especially a younger guy like Dan, it kind of reenergized us a little bit and gets us motivated again to get out there and start seeing more clients, more prospective clients,” Ben said.
Listen to the full episode to learn more about Dan or skip to different portions of the interview using the timestamps below.
[3:40] – Meet Dan Oaklief
[4:30] – Guiding clients through a very rocky financial year
[6:04] – What will Dan’s role be?
[6:36] – What are clients’ biggest challenges?
[7:19] – What is Ben’s vision for Dan?
[7:56] – Dan cares about people
[8:43] – Dan’s accreditations
[10:09] – A getting-to-know-you question for Dan and Ben
Thanks for listening to another episode of Unlocking Your Financial Future. We’ll talk to you again next week!