What ​services ​do ​you ​expect ​from ​a ​financial ​advisor? Maybe ​more ​importantly, ​what ​are ​you ​actually ​receiving? ​There's ​a ​perception ​issue ​out ​there ​that ​many ​people ​are ​dealing ​with, and ​today ​we're ​going ​to ​take ​you ​into ​the ​Axio Wealth Management ​process ​to ​explain ​kind ​of ​how ​we ​go ​through ​the ​discovery ​with ​clients ​to ​understand ​what ​services ​they ​need ​and ​how ​to ​deliver ​those ​at ​a ​high ​level.

Here’s what we discuss in this episode:

0:00 – Intro

0:40 – Study findings

3:33 – Starts with discovery process

6:32 – Why does that gap exist?

8:10 – Client story

9:57 – What to expect from us

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

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