David Hohimer: Enhancing the Client Experience Through Authenticity

<p>Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity can enhance the value we create as advisors.</p> <p>In this episode, you’ll hear:<br /> • What authenticity looks like in a financial advisor<br /> • Key questions that can help you guide clients on a path to well-being<br /> • How an authentic approach can help clients articulate what matters most to them in life</p> <p>David is the Founder and Managing Partner at Hohimer Wealth Management, a Registered Investment Advisory firm in downtown Seattle. After 28 years of growing his wealth management business within the confines of a wire house, David established his firm in 2019 to help clients achieve what matters most to them in life. His firm is a natural extension of his personal approach to life, which is centered on building authentic relationships to create a client experience that's not only about numbers, but where people, family, and community come first.</p> <p>Ways to Connect<br /> • LinkedIn: https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/<br /> • Website: https://hohimerwealthmanagement.com/</p>