Axio Wealth Management: How the Business Started скачать в хорошем качестве

Axio Wealth Management: How the Business Started

In the inaugural episode of Legacy Beyond Wealth, we’re beginning a four-part series to introduce you to Rob Shelton, a wealth manager and founder of Axio Wealth Management. We’ll begin today with Rob’s journey into the financial world and some background on the business. What sets Rob apart is not just his expertise in finance but his deep-rooted passion for helping families secure their financial future, a passion ignited by a personal tragedy. As Rob recounts, his path to financial advising was unplanned; he initially aspired to become an attorney. However, a pivotal moment changed his life's trajectory—a family tragedy that underscored the importance of financial security and planning. Learn all about what drives the team at Axio, get a look into our planning process, and hear some of the experiences that illustrate the importance of trust and responsibility in what we do. This is part one, so join us on this journey by subscribing to the Axio Wealth Management YouTube channel. Here’s what we discuss in this episode: 0:00 – Intro 1:08 – How did Rob get started? 5:10 – How Rob helps folks through the planning process 7:12 – Most rewarding thing 9:50 – First meeting conversations ------------------------------------------------ Our website: https://www.axiowm.com/ Phone: 801-717-9237 Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/book Let us speak at your next event: https://www.axiowm.com/speaking