In the latest installment of Advance Your Wealth, Homer and Ryan explore the three key characteristics of a desirable wealth manager and the importance of identifying the right wealth manager given your personal needs and goals.
Finding the right wealth manager for you can be a difficult process. It can be challenging to evaluate various wealth managers and pinpoint the specific issues you need their assistance with. This episode peels back the curtain on this very topic and provides a few schools of thought that could change how you approach the wealth manager search.
As Homer and Ryan discuss, it all starts with integrity, competence, and experience. So sit back, relax, and enjoy another enlightening conversation!
0:07 - Overview on the topic of the day
1:55 - The challenges associated with finding the right wealth manager for you
3:27 - Issues that can often go unnoticed
4:20 - The key characteristics of an elite wealth manager
5:35 - How to assess a wealth manager's integrity
8:03 - How competence comes into play when searching for the right wealth manager
9:28 - How Homer would assess an advisor's competence level
12:19 - Looking at the wealth manager's team and the relationships they forge there
14:24 - How vital a wealth manager's experience is in this conversation
17:02 - How to best reach out to Homer and the team at Konvergent Wealth Partners
18:40 - Homer's final thoughts to leave us with
20:13 - Closing remarks
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