Creating Your Dream Team of Planning Professionals

Legacy Beyond Wealth with Rob Shelton · Mar 6, 2025 · 11m

A ​big ​part ​of ​working ​with ​a ​good ​financial ​planner or ​good ​wealth ​manager ​is ​having ​a ​team ​of ​professionals ​on ​your ​side ​to ​help ​you ​achieve ​all your different retirement goals. The majority of advisors can refer out you to a specialist, but a much smaller percentage actually have a comprehensive team of specialists they work with on your behalf. Axio Wealth Management falls into the latter category and this video will take you inside our process for creating a dream team of professionals.

Here’s what we discuss in this episode:

0:00 – Intro

2:07 – How our discovery…