When an individual has reached a certain level of net-worth their financial world creates more complications and challenges. What we’re finding is that too many people are being underserved and their financial situation requires a deeper level of expertise.

On the latest episode of Wealth, Health, and Other Things You Should Know, Cameron Buetel explores a very important question many people should be considering: Have you outgrown your current advisor?

Cameron explains how working with the wrong advisor can hold you back from achieving what matters most to you!

Timecodes:

0:06 - Introduction and the overview of the topic of the day

1:26 - Too many people are working with the wrong wealth manager

2:30 - Why working with the wrong advisor can create issues for your financial world

4:19 - The ripple effect of working with the wrong advisor

6:42 - How life could be so much better if you're working with the right advisor

8:04 - How Cameron and the Buetel Wealth Management Group address issues like these

9:12 - What you can do if you've outgrown your current advisor

12:00 - How you can get in touch with Cameron and his team

14:00 - Closing remarks

Connect with Brian and Cameron Buetel:

Website

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