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8: Dan Korpman | How to be a Successful Financial Advisor (Part II)

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Release Date: 02/04/2015

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In part II of this two-part episode Dan Korpman tells us why he wanted to become a financial advisor, the habits he adopted to become successful, some of the challenges he faced growing his client base, and his advice to aspring financial advisors. Dan emphasizes the importance of being genuine, treating others well, and showing a concern for others well-being as contributors to his success.

Dan serves as the Managing Director of Alpha Strategies, an investment consulting firm that discovers alternative investment opportunities for highly sophisticated investors. Dan previously helped spearhead the creation of Anfield Advisors, the financial planning division of Anfield Capital Management. 

Dan is actively involved in the venture capital and startup community in the areas of fintech and live streaming events. He has also been recognized for his work in real estate development, reputation and social media brand management, seed capitalization and was recently appointed as an Advisory Board member for IROCKE.com.

Outside of these professional activities, Dan also serves on multiple non-profit boards including The Literacy Project Foundation, Legacy of Hope: The Nelson Mandela Children’s Hospital Initiative, and Orange Country Green Chamber. Dan earned a Bachelor’s of Science in Business Management, Entrepreneurship, Information and Technology and a Business Leadership Minor degree from Virginia Tech, where he served as President of The Sigma Phi Epsilon Fraternity during his sophomore year.

Email: [email protected]

LinkedIn: Dan Korpman

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