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The Retirement Playbook - Episode 1 (The Human Element)
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Welcome to the inaugural episode of The Retirement Playbook!
To kick things off, we're launching into a great conversation surroudning the human element within wealth management. In fact, as Bryon Spicer, President of Spicer Wealth Management, says, it's the key ingredient that makes a good wealth manager a great one.
We're so glad to have you with us for our first episode. So sit back, relax, and enjoy an enlightening conversation that highlights one of the most important aspects within wealth management.
Timecodes:
0:06 - Introduction and overview on the show
1:42 - Who is Bryon Spicer of Spicer Wealth Management?
4:45 - Why you should be demanding more from your wealth manager these days
6:47 - What is the human element within wealth management?
7:57 - Why Bryon believes the human element is vitally important within wealth management
10:00 - How the human element is incorporated within stress testing
12:39 - How to assess if a wealth manager incorporates the human element into their practice
14:07 - What Bryon would want to see in a wealth manager
16:01 - How to get in touch with Bryon's team for a stress test
17:40. -Closing remarks
Connect with Bryon Spicer:
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