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What Makes the Axio Wealth Management Planning Process Unique?

February 20, 2025

This is the fourth and final installment in our video series about Axio Wealth Management founder Rob Shelton and the business itself. We’ve previously discussed Rob’s background in finance, life away from the office, and the clients we typically serve. Today it’s all about our unique planning process and what you can expect from our team when you decide to trust us with your financial future.

Discover how a personalized approach, characterized by understanding client goals and expectations, leads to actionable recommendations tailored specifically for each individual. From the initial discovery meeting to ongoing support, learn how Axio prioritizes building long-term relationships that empower clients to achieve their best lives.

Here’s what we discuss in this episode:

0:00 – Intro

0:46 – Planning process start to finish

4:55 – How often we’re meeting

6:44 – Customized solutions

9:08 – How we measure success

10:58 – Why you should take the next step

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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Wealth Worth Keeping: Preparing Heirs for Success

March 27, 2025

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The Systematic Process That Brings Your Financial Plan Together

March 20, 2025

Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with.

Is Your Wealth Team Working Together for You?

March 13, 2025

Today we're going to talk about how Axio Wealth Management helps his clients get their dream team to collaborate and work towards their goals.

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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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