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What Services Do Wealthy Clients Want from an Advisor?

February 27, 2025

What services do you expect from a financial advisor? Maybe more importantly, what are you actually receiving? There's a perception issue out there that manypeople are dealing with, and today we're going to take you into the Axio Wealth Management process to explain kind of how we go throughthe discovery with clients to understand what services they need andhow to deliver those at a high level.

With insights from a revealing study, they discuss the gaps between what advisors believe they offer and what clients perceive they receive. Discover how effective communication and a personalized approach can bridge these gaps and enhance your financial journey.

Here’s what we discuss in this episode:

0:00 – Intro

0:40 – Study findings

3:33 – Starts with discovery process

6:32 – Why does that gap exist?

8:10 – Client story

9:57 – What to expect from us

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

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Wealth Worth Keeping: Preparing Heirs for Success

March 27, 2025

In this episode, we’re talking about legacy planning and how to set your heirs up for success.

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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