EPISODE · Nov 12, 2024 · 16 MIN
Traditional Wealth Management is Dead
from Growthink Podcast · host Hosted by - Tim Martinez
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] -- 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
What this episode covers
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] -- 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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Traditional Wealth Management is Dead
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