No Nonsense Plan for Smart Wealth Management
Episode Description
Charlotte Beyer, author of ‘Wealth Management Unwrapped,’ shares insights on what can be done to improve the relationship between investors and advisors. More: http://knlg.net/1AYCjIV 📂 Finance & Accounting
Brief Summary
Charlotte Berer discusses investor-advisor relationships and strategies for selecting the right advisor in wealth management.
Key points
- Charlotte Berer on Wealth Management. Charlotte Berer discusses her book and the dynamics between investors and advisors.
- The Importance of Trust. Trust is essential in the investor-advisor relationship, according to Charlotte.
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Episode highlights
- Charlotte Berer on Wealth ManagementCharlotte Berer discusses her book and the dynamics between investors and advisors.“It's so interesting when you think about Investors and advisors.”0:31Dec 22, 2014
- The Importance of TrustTrust is essential in the investor-advisor relationship, according to Charlotte.“Trust is the glue that holds any investor-advisor relationship.”9:52Dec 22, 2014
Tension
40/ 100Low tension
