A ​big ​part ​of ​working ​with ​a ​good ​financial ​planner or ​good ​wealth ​manager ​is ​having ​a ​team ​of ​professionals ​on ​your ​side ​to ​help ​you ​achieve ​all your different retirement goals. The majority of advisors can refer out you to a specialist, but a much smaller percentage actually have a comprehensive team of specialists they work with on your behalf. Axio Wealth Management falls into the latter category and this video will take you inside our process for creating a dream team of professionals.Here’s what we discuss in this episode:0:00 – Intro 2:07 – How our discovery process begins4:00 – Why clients are unhappy5:32 – How we build a team8:37 – Revealing graph Our website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speaking Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87QFacebook: https://www.facebook.com/AxioWMLinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/X: https://x.com/RobShelton_FAInstagram: https://www.instagram.com/axio.wm/

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