Any wealth manager you consider working with, or currently work with, should possess three key characteristics to address your key concerns. On today's episode of Your Money & A Cup of Joe, we’re going to explore those three characteristics, and offer ways that you can assess a wealth manager and other financial professionals in all three areas.Timecodes:0:06 - Introduction and overview on the topic of the day1:12 - How to evaluate the experience and expertise of a given wealth manager2:20 - Issues that often go unnoticed3:45 - The characteristics a wealth manager should bring to the table4:13 - What it means for a wealth manager to have integrity in their work6:20 - Your wealth manager should possess a strong level of competence8:10 - An elite wealth manager leverages their astute level of technical competence10:26 - Your wealth manager should have a team of strong relationships around them12:15 - What does it mean for a wealth manager to have experience? 14:10 - How you can get in touch with Joe and his team for a stress test16:20 - Closing remarksConnect with Joe Calao:WebsiteLinkedIn

Ver todos los episodios