Lock In Buffalo Episode 4: Daniel Schlein

In Episode 4 of Lock In Buffalo, Michael Nanula sits down with Daniel Schlein, MBA, RICP®, Managing Associate & Financial Advisor at Alliance Financial Network in Buffalo, New York. Dan joined Alliance Financial Network in 2017 and focuses on helping high-income business owners and professionals protect, grow, and enjoy their wealth through customized planning strategies.This episode is all about the power of collaborative advisory planning — and why the best client outcomes often happen when financial advisors, mortgage advisors, insurance advisors, estate planning attorneys, and other professionals work together instead of operating in silos.Michael and Dan discuss what true financial planning looks like, how advisors can help clients make better long-term decisions, why collaboration matters when building wealth, and how Buffalo professionals can better serve families, business owners, and real estate clients through a more connected approach.From retirement planning and investment strategy to insurance, estate planning, mortgage strategy, and protecting what you build, this conversation is a practical look at how the right team can help people make smarter financial decisions.Lock In Buffalo is a podcast focused on the people, businesses, real estate, politics, and big conversations shaping Buffalo and Western New York.Powered by CrossCountry Mortgage Buffalo.