Episode 3

Published on:

17th Feb 2021

Advance Your Wealth - What Makes Good Wealth Managers Great

Wealth managers are usually focused on the cold, hard numbers of your estate. They want the best for your dollars and cents because they think that will keep you happy. However, it's this mindset that keeps them from ascending to the next level of wealth management.

In the third installment of Advance Your Wealth, Homer and Ryan investigate the key ingredient that makes good wealth managers great. It all comes down to the human element! If your advisor effectively understands your personal and professional goals for the future, they can cultivate a better strategy and ultimately preserve your wealth for generations to come.

So sit back, relax, and enjoy Homer's discussion surrounding his practices at Konvergent Wealth Partners and why your personal goals are just as important as the numbers on your spreadsheet.


02:28 - Why you should be demanding more from your financial advisor

03:50 - What is the missing link in the advising process?

04:45 - What the human element entails

06:08 - Why is the human element so important on the wealth management side

08:27 - Why Homer believes the human element plays a role during stress testing

10:40 - Instances where the stress testing process reveals no issues with the estate

12:30 - How Homer would select his personal financial advisor

15:00 - The importance of listening to the needs and concerns of the client

16:59 - The steps you should take today to get a great financial advisor

18:50 - 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.