A big part of working with a good financial planner or good wealth manager is having a team of professionals on your side to help you achieve all your different retirement goals. The majority of advisors can refer out you to a specialist, but a much smaller percentage actually have a comprehensive team of specialists they work with on your behalf. Axio Wealth Management falls into the latter category and this video will take you inside our process for creating a dream team of professionals.
Here’s what we discuss in this episode:
0:00 – Intro
2:07 – How our discovery process begins
4:00 – Why clients are unhappy
5:32 – How we build a team
8:37 – Revealing graph
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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