Episode 7

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Published on:

2nd Nov 2021

Optimizing Your Financial World - Episode 7 (What Makes an Elite Wealth Manager Elite, Exactly?)

Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite?

In the latest installment of Optimizing Your Financial World, Mark and Ryan explore an array of skills and characteristics of an elite wealth manager. Not only do they possess the highest level of financial acumen, but they understand the importance behind connecting with their clients on a human level.

So sit back, relax, and enjoy another enlightening conversation that will leave you wondering if your current wealth manager is at the elite level!

Timecodes:

0:06 - Overview on the topic of the day

1:25 - How is the average joe able to assess which wealth managers are elite and which are not

2:48 - An elite wealth manager's approach to investment management

5:00 - How overall wealth planning resides within elite wealth management

6:02 - The various areas of wealth planning

9:50 - What a truly elite wealth manager looks like

11:21 - Not everyone out there is an elite wealth manager

13:43 - An example of enhancing a client's life outside of finance

14:43 - The bottomline on elite wealth managers and their tactics

16:37 - How you can get in contact with Mark's team

17:32 - 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.