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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