Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite?

In the latest installment of Optimizing Your Financial World, Mark and Ryan explore an array of skills and characteristics of an elite wealth manager. Not only do they possess the highest level of financial acumen, but they understand the importance behind connecting with their clients on a human level.

So sit back, relax, and enjoy another enlightening conversation that will leave you wondering if your current wealth manager is at the elite level!

Timecodes:

0:06 - Overview on the topic of the day

1:25 - How is the average joe able to assess which wealth managers are elite and which are not

2:48 - An elite wealth manager's approach to investment management

5:00 - How overall wealth planning resides within elite wealth management

6:02 - The various areas of wealth planning

9:50 - What a truly elite wealth manager looks like

11:21 - Not everyone out there is an elite wealth manager

13:43 - An example of enhancing a client's life outside of finance

14:43 - The bottomline on elite wealth managers and their tactics

16:37 - How you can get in contact with Mark's team

17:32 - Closing remarks

Connect with Mark Wade:

Website

LinkedIn