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Reflecting on Your Financial Structure | AWM Insights #185
Manage episode 476391518 series 3658562
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Creating a personalized financial structure is an intricate process that isn’t a “set it and forget it” task. As our clients move through their lives, they evolve and so should their financial structure.
Accommodating these updates and protecting new, important priorities is the only way to keep a portfolio relevant to a client's needs. It takes constant and clear communication to establish and reestablish a plan that will continue to position our clients in an optimal position to achieve their goals.
Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.
Episode Highlights
- 0:00 Intro
- 1:10 Reflecting on your financial structure.
- 2:00 The value of refocusing and adjusting the plan due to updated circumstances.
- 3:23 Focusing on what you can control and evaluating the sources of news we consume.
- 5:26 Money is a tool, and are the right tools in your shed for your purpose?
- 6:35 Text us!
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