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Contenuto fornito da Homer Smith. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Homer Smith o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Advance Your Wealth - The Virtuous Cycle

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Manage episode 333591484 series 2834060
Contenuto fornito da Homer Smith. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Homer Smith o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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:

Facebook

LinkedIn

Website

  continue reading

65 episodi

Artwork
iconCondividi
 
Manage episode 333591484 series 2834060
Contenuto fornito da Homer Smith. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Homer Smith o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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:

Facebook

LinkedIn

Website

  continue reading

65 episodi

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