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Finding Advisors Who Are Truly Client-Centric
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Contenido proporcionado por Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
When advisors truly know their clients, as people and not just numbers on a paper, they can better help them achieve their financial and other goals.
In the latest episode of Path to Abundant Living, Matt and Scott are exploring the value associated with having advisors that are truly client-centric, as well as how you can identify if your current advisor takes a client-centric approach.
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:30 - How wealth management has changed to become more client-centric overall
2:30 - The steps wealth managers are taking to understand their clients on a deeper level
3:33 - What a thorough discovery process looks like
6:40 - An example of detailed discovery process and the key areas it identifies
9:28 - Your assets are just one small component of a much bigger picture
13:29 - Identifying your values is a complex process
15:40 - How you can get in touch with Matt and Scott to go through their discovery process
16:55 - Closing remarks
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