The wealth management game is changing, is your advisor changing with the times? In this video Jeff Jones and Geoff Sokol discuss what the future of wealth advisory looks like, specifically for the business owner.
#wealthadvisory #wealthmanagement
Contact:
Jeff.Jones@Growthink.com
Geoff.Sokol@GTRIA.com
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0:00 - intro
2:00 - business owners needs for tailored wealth advisory
5:40 - benefit of a wealth advisor that understands entrepreneurship
6:45 - hedging risk with a holistic approach
8:00 - maximizing business exits
14:10 - the new age whole person approach
