Episode 14

Published on:

4th Jan 2022

Advance Your Wealth - Finding the Right Wealth Manager For You

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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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.