Is Your Wealth Team Working Together For You? Legacy Beyond Wealth With Rob Shelton podcast

Legacy Beyond Wealth with Rob Shelton « »

Is Your Wealth Team Working Together for You?

2M ago 11:20

Content provided by Rob Shelton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Shelton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Building a successful financial plan and managing your wealth starts with putting together a comprehensive team. Having a group of financial professionals with different specialties enhances client satisfaction, but do they work together and communicate effectively?

Today we're going to talk about how Axio Wealth Management helps his clients get their dream team to collaborate and work towards their goals.

0:00 – Intro

1:33 – What wealthy investors want

3:16 – Collaboration

8:18 – Making adjustments

10:02 – Final Thoughts

Our website: https://www.axiowm.com/

Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/

15 episodes