Creating Your Dream Team of Planning Professionals

March 6, 2025

A big part of working with a good financial planner or good wealth manager is having ateam of professionals on your side to help you achieve all your different retirement goals. The majority of advisors can refer out you to a specialist, but a much smaller percentage actually have a comprehensive team of specialists they work with on your behalf. Axio Wealth Management falls into the latter category and this video will take you inside our process for creating a dream team of professionals.

Studies show that 75% of the time a client isn’t happy with at least one of the professionals they’re working with. We’ll explore the reasons for that in this show and explain why having the best professionals who are fully invested in helping you makes a big impact on your financial well-being.

We’ll discuss the significance of evaluating each member of your financial team. Are they truly meeting your needs? Are they providing the value you expect? This deep dive into your current professional relationships can be eye-opening, revealing areas where you may be lacking support.

Here’s what we discuss in this episode:

0:00 – Intro

2:07 – How our discovery process begins

4:00 – Why clients are unhappy

5:32 – How we build a team

8:37 – Revealing graph

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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