In the second installment of The Impact Report, Eric and Ryan explore the key ingredient missing from most wealth managers and why affluent individuals should be demanding this ingredient when working with their financial professional. It's no secret that affluent individuals, families, and business owners have access to financial professionals who possess the highest level of financial acumen. However, in most cases today, that isn't enough to develop a comprehensive and customized wealth plan. Wealth managers need to be incorporating the human element into their dealings with clients. Only by understanding a client's core values and personal goals, will a wealth manager be able to develop the most effective plan. So sit back, relax, and enjoy another great conversation surrounding you, the client. As Eric shares, a wealth manager needs to understand what is most important to you, in order to develop a plan that works FOR YOU!Timecodes:0:08 - Overview on today's topic and introducing Eric Lawton2:10 - Why affluent individuals should be demanding more from their financial professional4:16 - The missing link with most wealth managers today4:43 - What does the human element entail within wealth management5:22 - Why the human element is vitally important and should be included in your wealth plan7:19 - How the human element is weaved into the stress testing process 8:56 - Instances where stress testing reveals no issues for clients9:55 - How to tell if a wealth manager truly cares about their clients and incorporates the human element11:30 - What Eric would look for in a wealth manager if he was a perspective client 12:30 - What a good and thorough discovery process looks like14:14 - The importance of wealth managers listening to clients and not just giving lip service15:50 - Closing remarksConnect with Eric Lawton:WebsiteFacebookLinkedIn

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