Latest / Legacy Beyond Wealth with Rob Shelton
What Services Do Wealthy Clients Want from an Advisor?
What services do you expect from a financial advisor? Maybe more importantly, what are you actually receiving? There's a perception issue out there that many people are dealing with, and today we're going to take you into the Axio Wealth Management process to explain kind of how we go through the discovery with clients to understand what services they need and how to deliver those at a high level.
Here’s what we discuss in this episode:
0:00 – Intro
0:40 – Study findings
3:33 – Starts with discovery process
6:32 – Why does that…
The skinny
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