In the inaugural episode of Wisdom and Wealth, Frank and Ryan explore the key ingredient missing from most wealth managers and why affluent individuals should be demanding this ingredient when working with their financial professional.

It's no secret that affluent individuals, families, and business owners have access to financial professionals who possess the highest level of financial acumen. However, in most cases today, that isn't enough to develop a comprehensive and customized wealth plan. Wealth managers need to be incorporating the human element into their dealings with clients. Only by understanding a client's core values and personal goals, will a wealth manager be able to develop the most effective plan.

So sit back, relax, and enjoy another great conversation surrounding you, the client.

Timecodes:

0:06 - Introduction and overview on the purpose of the podcast

1:52 - Who is Frank Astorino?

3:49 - Why you should be demanding more from your wealth manager today

5:09 - What is the human element within wealth management?

6:26 - How the Astorino Financial Group incorporates the human element

10:41 - How the human element is incorporated within a stress test

12:30 - Instances where a stress test doesn't reveal issues with their current wealth plan

16:00 - How can you know if an advisor incorporates the human element?

17:40 - What a thorough discovery process should look like

19:53 - How you can get in touch with Frank and his team

22:00 - Closing remarks

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