When it comes to wealth management, it is more than just delivering products and providing good service. It is about understanding someone's entire situation and putting the pieces of the puzzle together.

How does someone's life fit with their investments, life insurance, mortgage, other assets like cottages or rental properties, kids and aging parents? These are all variables to factor in and consider when structuring a plan for a client.

In this episode we talk about setting targets, newsworthy items, economic data and how this translates into my current playbook.

A full writeup can be found at tkdale.com/podcast