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Why Traditional Wealth Management is DEAD
Автор: growthink
Загружено: 2024-11-12
Просмотров: 1459
Описание:
The wealth management game is changing, is your advisor changing with the times? In this video Jeff Jones and Geoff Sokol discuss what the future of wealth advisory looks like, specifically for the business owner.
#wealthadvisory #wealthmanagement
Contact:
[email protected]
[email protected]
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0:00 - intro
2:00 - business owners needs for tailored wealth advisory
5:40 - benefit of a wealth advisor that understands entrepreneurship
6:45 - hedging risk with a holistic approach
8:00 - maximizing business exits
14:10 - the new age whole person approach
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