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/
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