Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
What Do Clients Value Most in A Financial Advisor?
In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance.
Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional.
Here’s some of what we discuss in this episode:
How a conversation with his wife sparked the idea for this show for Tyler.
How we get feedback from our clients to help us evaluate our service.
Where does an advisor add specific value to a client?
Tyler will share a few…
The skinny
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