What Do Clients Value Most in A Financial Advisor?

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Treść dostarczona przez Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

1y ago 31:28

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In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance.

Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional.

Here’s some of what we discuss in this episode:

How a conversation with his wife sparked the idea for this show for Tyler.

How we get feedback from our clients to help us evaluate our service.

Where does an advisor add specific value to a client?

Tyler will share a few specific things that people want from their advisor.

The many different designations advisors have and a breakdown of which ones you should pay attention to.

How important are returns?

Have questions?

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