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.
Timecodes:
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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