– The RIA Podcast with Seth Greene Episode 052 Brian Colvert
Brian Colvert has been serving his clients for over 15 years and loves the impact he has been able to have on his clients’ lives. He started his career with Smith Barney and later UBS, and found out he could better serve his clients as a true fiduciary as a Registered Investment Advisor, knowing that clients are more important than shareholders. From there Bonfire Financial was born. Brian is a Certified Financial Planner (CFP®), and has been recognized as one of the top advisors in Colorado and nationally by the National Association of Board Certified Advisor Practices (NABCAP). He was also named one of the Colorado Springs Business Journal’s Rising Stars 40 under 40 in 2012. Prior to becoming an advisor, he was a top account executive for Ricoh Business Systems in Southern California.
Listen to this insightful RIA episode with Brian Colvert about senior insurance marketing!
Here is what to expect on this week’s show:
- How Brian got started in RIA and what he loves to do on his free time away from the office!
- Understanding that you can have a big impact on your clients’ lives.
- How Brian brings in referrals and how he comes across clients who are nearing retirement and need financial advising help.
Connect with Brian:
Guest Links:
LinkedIn- https://www.linkedin.com/in/briancolvert
Website- https://www.bonfirefinancial.com/team/brian-colvert
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