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There is a difference, believe it or not, in the level of wealth management that the super rich pay for and receive and the level of wealth management that most average affluent investors receive. However, that's beginning to change. On this final segment of our 5-part series with Russ Alan Prince on building Your Optimal Financial World, you'll learn...
1) What elite wealth planning is. (02:42)
2) Why elite wealth planning is so uncommon, and why it isn't offered by more advisors. (05:20)
3) How critical the "Human Element" is to elite wealth planning. (07:40)
4) About the relationship between elite wealth planning, wealth management, and the virtual family office. (10:35)
5) The role that stress testing plays in elite wealth management. (14:07)
Elite Wealth Planning—something that may have only been available to the richest people among us a few years ago is more easily attainable to more investors today. Simply click over to VFOAG.com. Learn more about how elite wealth planning can help you build your own optimal financial world. While you’re there complete the simple form at the bottom of the page with just your name and email address and you’ll receive immediate access to the free white paper and the e’book Russ Alan Prince co-authored with John Bowen Jr., both entitled your Optimal Financial World. You’ll also receive a free financial stress test that you’ve heard Vince and Russ discuss on this program—and again, everything is free with our compliments. Again, for your free financial stress test and instant free access to both our white paper and the book, Your Optimal Financial World--visit VFOAG.com.
Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review. See you next time!
1) What elite wealth planning is. (02:42)
2) Why elite wealth planning is so uncommon, and why it isn't offered by more advisors. (05:20)
3) How critical the "Human Element" is to elite wealth planning. (07:40)
4) About the relationship between elite wealth planning, wealth management, and the virtual family office. (10:35)
5) The role that stress testing plays in elite wealth management. (14:07)
Elite Wealth Planning—something that may have only been available to the richest people among us a few years ago is more easily attainable to more investors today. Simply click over to VFOAG.com. Learn more about how elite wealth planning can help you build your own optimal financial world. While you’re there complete the simple form at the bottom of the page with just your name and email address and you’ll receive immediate access to the free white paper and the e’book Russ Alan Prince co-authored with John Bowen Jr., both entitled your Optimal Financial World. You’ll also receive a free financial stress test that you’ve heard Vince and Russ discuss on this program—and again, everything is free with our compliments. Again, for your free financial stress test and instant free access to both our white paper and the book, Your Optimal Financial World--visit VFOAG.com.
Your Money Manual is brought to you by Wealth Strategies Advisory Group and is now available on video! We invite you to subscribe to our Wealth Strategies Advisory Group channel on YouTube so that you’ll be alerted whenever a new episode is posted. You can also listen to our audio podcast on all of the popular services including Spotify, Pandora, i-Heart Radio and Apple Podcasts available on iTunes, where we would appreciate your rating and review. See you next time!
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