What Services Do Wealthy Clients Want from an Advisor?

Legacy Beyond Wealth with Rob Shelton

Squid Game: The Official Podcast

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Keys and Knives - S3 Ep 1 26:28

25 days ago26:28

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Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

about a year ago 12:08

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What services do you expect from a financial advisor? Maybe more importantly, what are you actually receiving? There's a perception issue out there that many people are dealing with, and today we're going to take you into the Axio Wealth Management process to explain kind of how we go through the discovery with clients to understand what services they need and how to deliver those at a high level.

Here’s what we discuss in this episode:

0:00 – Intro

0:40 – Study findings

3:33 – Starts with discovery process

6:32 – Why does that gap exist?

8:10 – Client story

9:57 – What to expect from us

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/

25 episodes

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