You’ve got your finance guy or gal who manages your investments, but is that truly all they do?
It’s time for Ryan Poterack and Alec Quaid from Poterack Capital Advisory to discuss holistic wealth management, stressing the need to understand your unique values and life goals.
The conversation covers the importance of comprehensive financial planning over limited product offerings, client education, and the significance of open communication to debunk industry myths.
These two professionals share rewarding experiences of assisting clients through major life events and the value of trust in client relationships.
Discussion points include:
- The difference between comprehensive & limited financial advice
- Breaking down some industry stereotypes, frustrations, and misconceptions
- The rewarding moments of being a financial professional
- And more
Related: The Benefits and Limitations of 401(K) Retirement Accounts