David Hohimer: Enhancing the Client Experience Through Authenticity

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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.

LISTEN TO ADDTIONAL EPISODES

 

In this episode, you’ll hear:
• What authenticity looks like in a financial advisor
• Key questions that can help you guide clients on a path to well-being
• How an authentic approach can help clients articulate what matters most to them in life

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.

Ways to Connect
• LinkedIn: https://www.linkedin.com/in/david-hohimer-cpwa-aif-520a92113/
• Website: https://hohimerwealthmanagement.com/

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