In this conversation, Paul Redmond and Dan Daly are joined by Kent Ashmore of Ashmore Financial to discuss the intricacies of wealth management and financial planning, emphasizing the importance of a family office approach.

They explore risk management, the significance of connected advice, and the client journey in financial planning. The discussion highlights the necessity of protecting income, understanding client needs, and the value of strategic partnerships in providing comprehensive financial solutions.

Takeaways

• Wealth management is essential for everyone, not just the wealthy.
• Protecting income is the first step in financial planning.
• Understanding risk is crucial for families and businesses.
• Connected advice leads to better outcomes for clients.
• Listening to clients is key to understanding their needs.
• The family office approach integrates various financial services.
• Clients appreciate a holistic view of their financial situation.
• Investing time in mortgage and protection strategies can save money.
• Strategic partnerships enhance the quality of financial advice.
• The goal is to create a one-stop shop for clients' financial needs.

Find Kent Ashmore here:

Ashmore Financial                          https://ashmorefs.ie/

LinkedIn                                             https://www.linkedin.com/in/kent-ashmore-qfa-apa-69bb9722/

Contact Paul here:

LinkedIn                                            https://www.linkedin.com/in/paul-redmond-rda/

Email                                                 [email protected]

Find Dan here:

LinkedIn                                              https://www.linkedin.com/in/danieldalyrda/

Listen to more episodes here:

https://www.youtube.com/playlist?list=PLW6b8toTV5hUBzSDkTC1B1YFUC70-Rs-z

Find Crunch My Numbers here:

YouTube:            https://www.youtube.com/@paulredmond57

Apple:                  https://podcasts.apple.com/us/podcast/crunch-my-numbers/id1759207774

Spotify:                https://open.spotify.com/show/68lrgwtIPUYTBB5VmZEYm8

Web:                    https://redcircle.com/shows/crunch-my-numbers