Meet Dan

Dan Mavraides:
I found in life, listening is an underrated skill. I moved around the country my whole life, five or six times across the country. To make new friends, I had to become a very good listener. I found in my advisory practice, listening is even more important. If I don’t know exactly what your issues are, then how can I really help you? So when I work with a new client, the first thing I do is listen very intently, and I ask a lot of questions. I want to get to the root of your biggest problems, and how can we create a plan to address those? It’s ironic, because my job as an advisor is to provide advice, but the reality is to be a good advisor, you need to be a great listener first, and you need to understand what your client’s challenges are and who they really are uniquely as a person. So job one is listening and uncovering a client’s true needs. Job two is the investment and financial planning.