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Listen "How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)"
Episode Synopsis
Understanding the professional designations of your advice team can help truly identify how all the individual puzzle pieces work in unison to create your ideal portfolio.
In this episode, Jason brings along his colleague – financial advisor Derek Williams from Cook Wealth. They talk about investment approach, specialized services, and how navigating a portfolio is not to be done solo.
Jason and Derek discuss:
Common questions clients ask when investing with Cook Wealth
The difference between a financial planner and a financial advisor
Some important investing tips
And more
Resources:
Linkedin: Cook Wealth
Cook Wealth
Connect with Derek Williams:
Cook Wealth: Derek Williams
LinkedIn: Derek Williams
Connect with Jason:
Linkedin: Jason Deshayes
In this episode, Jason brings along his colleague – financial advisor Derek Williams from Cook Wealth. They talk about investment approach, specialized services, and how navigating a portfolio is not to be done solo.
Jason and Derek discuss:
Common questions clients ask when investing with Cook Wealth
The difference between a financial planner and a financial advisor
Some important investing tips
And more
Resources:
Linkedin: Cook Wealth
Cook Wealth
Connect with Derek Williams:
Cook Wealth: Derek Williams
LinkedIn: Derek Williams
Connect with Jason:
Linkedin: Jason Deshayes
In God we trust