Episode 17

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Published on:

28th Sep 2022

Optimizing Your Financial World - Episode 17 (Finding Advisors Who Are Truly Client-Centric)

When advisors truly know their clients, as people and not just as numbers on paper, they can better help them achieve financial and other goals.

On the latest episode of Optimizing Your Financial World, we're exploring what client-centric advisors do to bring real value to their clients' lives, as well as how you can determine if your current advisor is truly client-centric.

Sit back, relax, and enjoy another thought-provoking conversation!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:59 - An increasing number of advisors are focusing deeper on their clients

2:41 - What is a client-centric advisor?

7:02 - Being curious and consultative

8:40 - A client-centric should implement a proven process

11:33 - Assets shouldn't be at the forefront of a client-centric advisor's conversations

13:58 - Not every client-centric advisor is going to have the same process

16:44 - The bottomline: What working with a client-centric advisor can do for you!

18:09 - How to get in touch with Mark's team

19:00 - Closing remarks

Connect with Mark Wade:

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About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.