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The Million-Dollar Financial Advisor by David J. MULLEN

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11

LESSON ELEVEN

Wealth Management

WEALTH MANAGEMENT is a comprehensive and holistic investment process that integrates the long-term goals of an individual with financial solutions, using a planning-based and consultative approach. Wealth managers focus on understanding the client first, and spend whatever time is necessary to do that before the first investment is made. Many advisors don’t spend the time to really understand their clients’ goals and dreams, or their risk tolerance. They do not incorporate these vital pieces of information into a comprehensive plan designed to achieve goals within a specific risk parameter. At the same time, wealth managers can offer a variety of different financial products and services that are all related ...

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