What Is Wealth Management
The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.
Episodes
6 episodes
Client Centric
Welcome to What is Wealth Management — the show where we take industry buzzwords and decode them into plain English.In this episode, we take a hard look at one of the most overused phrases in the industry: client-centric....
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5:16
Independent
What does it really mean when a financial advisor says they’re “independent”? In this episode, we break down one of the most overused — and least understood — words in the wealth management world.We’ll explore the origin of the ...
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4:07
Fee-Only
Fee-Only: What It Really Means (and Doesn’t)Episode Summary:"Fee-only" is one of the most used—and misunderstood—terms in wealth management. In this episode, we break down what fee-only actually means, why...
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4:09
Holistic
The Most Misused Word in Wealth Management—And Why It Still MattersEpisode Summary: In this episode, we break down the term holistic—one of the most overused, misunderstood, and yet fundamentally important co...
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5:27