All Episodes

February 27, 2025 12 mins

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/

Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

On Purpose with Jay Shetty

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.