Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
This episode dives deep into why entrepreneurs need more than basic financial advice, they need partners who truly understand their vision, values, and legacy. Rob discusses eye-opening data revealing how many business owners are reevaluating their advisory relationships and breaks down the top reasons driving these changes. Listeners will learn practical steps for auditing their financial teams and asking the right questions for future growth.
Here’s what we discuss in this episode:
🤝 The Right Partner: What entrepreneurs should look for in a financial advisor
🏢 Beyond Investments: Integrating business, family, and legacy into one cohesive plan
🎯 Holistic Planning: Why your financial plan should reflect your life’s mission
🧠 Strategic Shift: When it’s time to re-evaluate your financial relationships
🌟 Life of Significance: Building wealth that fuels purpose, not just profit
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/
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