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Secrets of the Super Rich - Episode 3 (What Makes Good Wealth Managers Great)
- 2021/02/04
- 再生時間： 22 分
- ポッドキャスト
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サマリー
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あらすじ・解説
Vince Annable brings his unique perspective into play during the third installment of Secrets of the Super Rich. In this episode, Vince explores the very nature of wealth managers and how they work with affluent clients. In a practice that is primarily dominated by knowledge of dollars and cents, Vince believes there is a critical human element that comes into play as well. Individuals and families should demand more from their financial advisor. Plain and simple. A financial advisor should not just be reviewing your estate's financials, but they should also be taking your personal and financial goals into account as well. Therer are too many factors that come into play with managing one's finances and Vince shares why you shouldn't just settle for someone doing a "good job." So sit back, relax, and enjoy another great episode surrounding the topic of what makes a good wealth manager a great one! Timecodes: 00:10 - Overview on the episode's discussion points 01:30 - Why people should be demanding more out of their wealth managers 03:45 - What is the missing link? 06:30 - Why is the human element so important in wealth management? 09:12 - What is a stress test and how it plays a role in the human element? 10:50 - Are there ever instances where stress tests reveal no problems? 12:30 - How can you assess if a wealth manager is factoring in the human element? 14:50 - What would give Vince confidence in choosing the right advisor 16:15 - What does a good discovery process involve? 18:20 - Are there other important aspects of delivering the human element to clients? 19:30 - Additional content and free items for listeners! Connect with Vince Annable: https://www.linkedin.com/in/vince-annable/ (LinkedIn) https://www.facebook.com/wsagaz (Facebook) https://www.vfoag.com/ (Website) https://www.youtube.com/user/WSAGLLC (YouTube)