In this week’s episode, I’m joined by my husband, Zane, for a candid Q&A where we answer your questions! I asked my Instagram followers on my IG Story to submit their biggest questions, and together we’re covering it all: faith, marriage, parenting, grandparenting, finances, business, and even menopause. If you’ve ever wondered what life, marriage, and faith look like behind the scenes for us, this conversation is full of practical wisdom, honest reflections, and even a laugh or two.
QUESTIONS ANSWERED IN THIS EPISODE:
LINKS & RESOURCES MENTIONED:
ZANE'S LIST OF QUESTIONS TO ASK A WEALTH MANAGER
1. How do you get paid, and what is your total compensation structure?
2. Are you a fiduciary at all times, and how do you ensure my interests come first?
3. What is your investment philosophy, and how do you tailor it to someone in my stage of life, goals, and risk tolerance?
4. What does your ideal client look like, and how many clients like me do you currently serve?
5. How do you measure success for clients, and what reporting/communication can I expect?
6. What resources, team members, or specialists will I have access to beyond you?
7. Can you share a story of how you helped a client navigate a major market downturn or significant life transition?
WHERE TO LISTEN
The SavvyCast is available on all podcasting platforms and YouTube. One of the best ways to support the show is by leaving a rating and review—I so appreciate you sharing your thoughts, my friends!
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