Episode 19

Published on:

5th Jul 2022

Advance Your Wealth - The Virtuous Cycle

When it comes to managing wealth, it’s pretty rare to just stumble into success. We find the most successful individuals and families employ a specific process that is designed to anticipate the challenges they’ll face and achieve the outcomes they most want.

On the latest installment of Advance Your Wealth, we’re exploring what some advisors call the virtuous cycle and how you can use it to power the pursuit of better results in your own financial life.


0:06 - Introduction and overview on the topic of the day

1:56 - Why investors should be implementing a process

3:23 - The particular approach utilized at Konvergent Wealth Partners

4:56 - What the discovery process should entail

6:30 - A deep dive on the total client profile

7:45 - Developing a professional network

9:21 - Scenario thinking and where this comes into play

11:10 - Finding the right path for each client

13:01 - The client's experience in working with you

16:00 - How to get in touch with Homer and his team

17:00 - 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.