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.
What Is Wealth Management
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 term, how it evolved from the 1940s to the modern RIA movement, and why using it with clients can often backfire. You’ll learn why “independent” is less about you and more about what your structure enables you to do for them — like providing conflict-free advice, avoiding product push, and delivering truly client-aligned solutions.
If you’ve ever found yourself relying on the word “independent” to signal credibility, this episode will help you reframe the message in a way that actually lands with clients.
