Optimizing Your Financial World - Episode 15 (A Wealth Planning Process for Pursuing Success on Purpose)
When it comes to managing wealth, it's pretty rare to stumble into success. We find the most successful individuals and families employ a specific process that's designed to anticipate the challenges they'll face and achieve the outcomes they desire most.
On the latest installment of Optimizing Your Financial World, we're exploring what some advisors call the Virtuous Cycle and how you can use it to pursue better results in your own financial life.
Join us for another great conversation that's bound to leave you with some takeaways!
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:30 - Why people should be focusing their efforts towards using a wealth planning process
3:00 - The Virtuous Cycle
5:08 - It's vitally important for an advisor to develop a deep understanding of their client
8:11 - Leveraging a wealth manager's professional network
12:05 - How Mark is able to develop a custom financial path for his clients
14:06 - Ongoing monitoring and refining of your financial plan
16:04 - Does your current wealth manager use a process like The Virtuous Cycle?
17:37 - How to get in touch with Mark and his team
18:10 - Closing remarks
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