Creating Honest Conversations

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About the Episode:

“I’m always trying to better my clients’ experience and figure out how I can make that experience better. What value-add can I continue to give my clients?”

With dreams of being a sports agent, or the general manager of the Boston Red Sox, Dan Karlsberg’s journey into the financial services industry has been nothing short of unique. After spending 15 years in sales within the sports industry, Dan knew he was ready to take on a new career opportunity. Thanks to some advice from a couple of friends, he took the leap into financial services and soon found himself in the independent space. In 2017, he founded Freedom Trail Wealth at Dove Mountain, where he currently serves as president and specializes in working with pre- and post-retirees on retirement.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge Investment Research, Inc. Member FINRA/SIPC