Episode 8

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Published on:

7th Dec 2021

Optimizing Your Financial World - Episode 8 (How Good is the Financial Advice You're Getting?)

In the latest installment of Optimizing Your Financial World, Mark and Ryan steer the conversation inward and leave you questioning the overall quality of the current financial advice you're receiving.

Too many successful and wealth people are not getting the financial guidance that's most appropriate to help them achieve their key financial goals. Listen, as Mark explains why this is happening so frequently and what these people can do about the situation to better improve their overall financial outlook.

So sit back, relax, and enjoy another enlightening conversation!

Timecodes:

0:06 - Overview on the topic of the day

1:12 - People are not receiving the high-quality financial advice they deserve

2:32 - The driving force behind the trend of people receiving less than ideal advice

3:45 - The first step in identifying the right type of financial advice

4:43 - Evaluating an advisor's intent and drive to help you

6:45 - The warning signs to look out for in advisors that will harm your financial well-being

8:46 - Financial predators and the need to steer clear of these types of advisors

10:30 - What Mark believes makes up a consummate professional and elite wealth manager

14:15 - How someone can size up their current advisor or an advisor they are looking into working with

17:08 - How you can contact Mark's team to undergo a financial stress test

18:30 - Closing remarks

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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.