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Brokers Financial Planners: Who is the Real MVP? | The Wealth Guide Podcast Ep. 11
In this episode of The Wealth Guide Podcast, we've got Hung Chuy, Ray Regmi, and John Alvarez to answer the burning question: 'Who is the MVP of your A-team in wealth building - brokers or financial planners?'
They talk about the critical role of financial advisors in wealth management, the importance of having a broker and a planner on your team, and the synergy between different professionals in achieving your money goals.
They also discuss strategies for tax minimisation, the intricacies of property investment, and the value of risk management in financial planning.
If you want to learn how to effectively manage your wealth and understand the value of a well-coordinated financial team, then make sure to listen to this episode!
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SHOW NOTES LINKS
https://rykercapital.com.au/
https://au.linkedin.com/company/ryker-capital
https://www.instagram.com/rykercapital/
https://www.tiktok.com/@rykercapital
https://www.linkedin.com/in/ray-regmi-3a267539/
https://www.linkedin.com/in/tamara-storey/
https://www.linkedin.com/in/hung-chuy-54777998/
https://au.linkedin.com/in/johnalvarez
-----
LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF
-----
FIND US HERE
Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG
-----
TIME STAMPS:
00:00 - Intro
02:10 - The Importance of the Relationship Between Brokers & Financial Planners
05:31 - The Overall Outcome For Clients When Collaborating with Brokers
10:09 - Helping Clients Identify Their Financial Goals & Strategies To Achieve Them
14:07 - How do Brokers and Financial Planners Ensure the Strategies & Goals Are in Sync?
17:33 - Setting Realistic Goals & Strategies With Clients
20:24 - Identifying The Client's Selling Triggers & Figuring OutTax Minimisation Solution
27:27 - Intergenerational Financial Planning, Inheritance & Tax Efficiency
32:26 - Risk Identification & Management with Financial Planning
38:06 - Conclusion
-----
DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for pers
View all episodes
By Ray RegmiIn this episode of The Wealth Guide Podcast, we've got Hung Chuy, Ray Regmi, and John Alvarez to answer the burning question: 'Who is the MVP of your A-team in wealth building - brokers or financial planners?'
They talk about the critical role of financial advisors in wealth management, the importance of having a broker and a planner on your team, and the synergy between different professionals in achieving your money goals.
They also discuss strategies for tax minimisation, the intricacies of property investment, and the value of risk management in financial planning.
If you want to learn how to effectively manage your wealth and understand the value of a well-coordinated financial team, then make sure to listen to this episode!
-----
SHOW NOTES LINKS
https://rykercapital.com.au/
https://au.linkedin.com/company/ryker-capital
https://www.instagram.com/rykercapital/
https://www.tiktok.com/@rykercapital
https://www.linkedin.com/in/ray-regmi-3a267539/
https://www.linkedin.com/in/tamara-storey/
https://www.linkedin.com/in/hung-chuy-54777998/
https://au.linkedin.com/in/johnalvarez
-----
LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF
-----
FIND US HERE
Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG
-----
TIME STAMPS:
00:00 - Intro
02:10 - The Importance of the Relationship Between Brokers & Financial Planners
05:31 - The Overall Outcome For Clients When Collaborating with Brokers
10:09 - Helping Clients Identify Their Financial Goals & Strategies To Achieve Them
14:07 - How do Brokers and Financial Planners Ensure the Strategies & Goals Are in Sync?
17:33 - Setting Realistic Goals & Strategies With Clients
20:24 - Identifying The Client's Selling Triggers & Figuring OutTax Minimisation Solution
27:27 - Intergenerational Financial Planning, Inheritance & Tax Efficiency
32:26 - Risk Identification & Management with Financial Planning
38:06 - Conclusion
-----
DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for pers