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Is Your Wealth Team Working Together for You?

March 13, 2025

Building a successful financial plan and managing your wealth starts with putting together acomprehensive team. Having a group of financial professionals with different specialties enhances client satisfaction, but do they work together and communicate effectively? Today we're going to talk about how Axio Wealth Management helps his clients get their dream team to collaborate andwork towards their goals.

This video will help you discover how to foster effective communication and teamwork among your advisors, and learn about real-life examples of how this collaboration can lead to innovative solutions for clients. Here are some of the key things we discuss:

🔹 The Power of Teamwork: Just like a legendary sports team, even the best financial professionals need to collaborate to win.

🔹 Breaking Down Silos: Over 80% of wealthy investors believe advisor communication is critical—yet it rarely happens.

🔹 Axio’s Professional Network: A structured approach to getting financial, legal, and tax experts working together.

🔹 Real-World Impact: How one business owner solved a major risk by leveraging a unified advisory team.

🔹 Ongoing Strategy, Not One-and-Done: The importance of adaptability in financial planning.

0:00 – Intro

1:33 – What wealthy investors want

3:16 – Collaboration

8:18 – Making adjustments

10:02 – Final Thoughts

Helpful Resources:

Phone: 801-717-9237

Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book

Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

Subscribe & Follow The Show On Your Favorite Apps:

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Securities offered through J.W.Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Axio Wealth Management and JWC-/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Axio Wealth Management are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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