What Do Clients Value Most in A Financial Advisor?

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

11M ago 31:28

MP3•에피소드 홈

In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance.

Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional.

Here’s some of what we discuss in this episode:

How a conversation with his wife sparked the idea for this show for Tyler.

How we get feedback from our clients to help us evaluate our service.

Where does an advisor add specific value to a client?

Tyler will share a few specific things that people want from their advisor.

The many different designations advisors have and a breakdown of which ones you should pay attention to.

How important are returns?

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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