What Clients (Actually) Value Most in a Financial Advisor

Retirement Talk Podcast with Laura Stover

In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the importance of effective communication between clients and advisors and the need for a well-defined process that aligns discussions with clients' long-term goals. They also discuss the significance of a seasoned financial advisor with a broad spectrum of knowledge and a team approach to address various financial needs.

The episode highlights the value of behavioral finance in helping clients make informed decisions, particularly in uncertain market conditions. Additionally, the hosts touch on the advantages of working with independent advisors who prioritize clients' interests and provide objective advice.

We spend a few minutes revisiting last week’s topic, annuities, and why it’s important to have a team in place to help you navigate this complex area.

The episode underscores the importance of a comprehensive financial plan tailored to each client's unique situation. The hosts offer complimentary strategy sessions for those seeking personalized financial guidance.

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lswealthmanagement.com

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