What It’s Really Like to Be A Client Of A Financial Advisor скачать в хорошем качестве

What It’s Really Like to Be A Client Of A Financial Advisor

🕒 It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanag... We often talk about what it’s like to become a client, but today let’s talk about what it’s like to be a client. Money matters change over time, but the value of a real relationship with an advisor- someone who knows your story and cares about your outcome- never does. In this episode, Frank pulls back the curtain on what ongoing client relationships look like inside his practice, Oliver Asset Management. Here’s what we discuss in this episode: 🤝 Unexpected Benefits: Surprising perks to having an advisor in your corner 💬 Beyond the numbers: Financial planning is also about relationships and building trust 📅 Ongoing reviews: How regular check-ins can help monitor progress 🎉 Client Community: Social and informational events that bring clients together 🎯 Advisor & Coach: Supporting clients through planning conversations and major life transitions 0:00 – Intro 1:19 – Beginning vs. Maintenance Mode 2:20 – Frequency and Format of Client Meetings 3:01 – Client Events and Community 4:54 – Supporting Clients Beyond Finances 5:53 – Client Victories & Milestones 7:54 – Becoming a Client: The First Visit #financialfirm #financialadvisor #financialplanning #retirementplanning ______________________________________ It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanag... Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com... Phone: (720) 897-8463 Contact our team: https://www.oliverassetmanagement.com... Get a copy of Frank’s book: https://www.oliverassetmanagement.com... Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com... Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com... Attend an upcoming event: https://www.oliverassetmanagement.com... Facebook:   / oliverassetmanagement   LinkedIn:   / oliver-asset-management-co