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Advance Your Wealth - The Virtuous Cycle
Manage episode 333591484 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 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.
When it comes to managing wealth, it’s pretty rare to just stumble into success. We find the most successful individuals and families employ a specific process that is designed to anticipate the challenges they’ll face and achieve the outcomes they most want.
On the latest installment of Advance Your Wealth, we’re exploring what some advisors call the virtuous cycle and how you can use it to power the pursuit of better results in your own financial life.
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:56 - Why investors should be implementing a process
3:23 - The particular approach utilized at Konvergent Wealth Partners
4:56 - What the discovery process should entail
6:30 - A deep dive on the total client profile
7:45 - Developing a professional network
9:21 - Scenario thinking and where this comes into play
11:10 - Finding the right path for each client
13:01 - The client's experience in working with you
16:00 - How to get in touch with Homer and his team
17:00 - Closing remarks
Connect with Homer Smith:
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