Over the past year, Ethan Astaneh has grown his client base by 35% and expanded his AUM. That progress has pushed him up two spots on this year’s Top 50 Advisor list.
“Whereas in the past two years I have been focused on business development, my focus for the foreseeable future is to serve my clients and their families well, specifically with a renewed lens of intergenerational wealth management,” Astaneh says, highlighting plans to have discussions with both clients and their adult children, who are often in need of financial literacy support.
The challenges of the past two years have also prompted an expansion of Astaneh’s business plan to include intentional selfcare. Spending a healthy amount of time with his family each week and adopting a regimented routine of diet, exercise and sleep, he says, has laid the foundation for heightened productivity in his career.