Optimizing Your Financial World - Episode 13 (Finding the Right Wealth Manager For You!)
Any wealth manager you consider working with, or are already working with, should possess three key characteristics. No if, ands, or buts about it.
On the season two premiere of Optimizing Your Financial World, Mark and Ryan return with another great wealth management conversation that puts you at the heart of it. In this episode, they'll explore these three characteristics and offer strategies for assessing a wealth manager and other financial professionals in all three of these areas.
At the end of the day, you need to be working with the right wealth manager for you!
Timecodes:
0:06 - Introduction and overview on the topic of the day
2:00 - Are you getting the right wealth advice?
3:26 - Issues that go unnoticed within wealth plans
4:45 - What to be looking for when assessing a wealth manager
6:12 - Why integrity comes into play within wealth planning
9:50 - Where competence enters the scene within wealth management
11:27 - How to assess a wealth manager's technical competence
14:53 - How to build powerful relationships
18:10 - Your wealth manager should be providing a customized experience for you
20:58 - How to get in touch with Mark's team
22:30 - Closing remarks
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