Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite?

In the latest installment of The Retirement Playbook, Bryon explores an array of skills and characteristics of an elite wealth manager. Not only do they possess the highest level of financial acumen, but they understand the importance behind connecting with their clients on a human level.

So sit back, relax, and enjoy another enlightening conversation that will leave you wondering if your current wealth manager is at the elite level!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:30 - How you can assess if someone is an elite wealth manager

3:09 - How investment management is handled by an elite wealth manager

9:54 - Finding the right wealth manager for you

11:40 - All wealth managers out there are not at the elite level

14:15 - Here's what elite wealth management should look like

16:50 - How you can get in touch with Bryon and his team

17:30 - Closing remarks

Connect with Bryon Spicer:

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