Certified Financial Planner Dan Cohen left big-bank bureaucracy to build a boutique firm with a single mission: manage wealth and relationships that last generations. In this episode, Dan unpacks how original thought-leadership content, community service, and an iron-clad fiduciary mindset helped Cohen Investment Advisors break through one of the most overcrowded markets on earth—financial advising. We dig into: • Turning newspaper articles into a multi-channel authority engine • Defining (and sticking to) an ideal client profile without shrinking opportunity • Using “give first” sponsorships to accelerate referrals—zero sales pitches needed • Building a brand that survives its founder and serves fourth-generation clients • Advice for new advisors: ditch the quick sale, become an indispensable resource Whether you’re in finance, fitness, or food trucks, Dan’s approach proves a clear, purpose-driven brand can compound faster than any index fund. Hit play, take notes, and start chopping up your own brand.