At what point should you talk to and hire a Wealth Manager. Wealth managers are there to help you filter through investment decisions, get you diversified, and to protect your money based upon your current investment strategy. Wealth management services are great tools to help you advance above the do it yourself.
1. Tell me a little about Gordian 2. Do money managers all do the same thing 3. I there a difference between a money manager and financial advisor? 4. Why use a money manager 5. At what point should someone hire a money manager (wealth manager) 6. What research should you do to hire a money manager 7. Would you do something different for a client in there 20’s versus a client in their 40’s 8. Is it better to hire a manager that has fewer clients? 9. What would be the process to start with a new client 10. Can an individual do what you do, or better?
DISCLAIMER: I am not a financial advisor. The ideas presented in this video are for entertainment purposes only. You (and only you) are responsible for the financial decisions that you make. I am not giving advice as a Certified Public Accountant.
