We often talk about what it’s like to become a client, but today let’s talk about what it’s like to be a client. Money matters change over time, but the value of a real relationship with an advisor- someone who knows your story and cares about your outcome- never does. In this episode, Frank pulls back the curtain on what ongoing client relationships look like inside his practice, Oliver Asset Management.

Here’s what we discuss in this episode:

🤝 Unexpected Benefits: Surprising perks to having an advisor in your corner

💬 Beyond the numbers: Financial planning is also about relationships and building trust

📅 Ongoing reviews: How regular check-ins can help monitor progress

🎉 Client Community: Social and informational events that bring clients together

🎯 Advisor & Coach: Supporting clients through planning conversations and major life transitions

Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
Phone: (720) 897-8463
Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
Attend an upcoming event: https://www.oliverassetmanagement.com/events

Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ
Facebook: https://www.facebook.com/OliverAssetManagement/
LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/