How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry?
Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with equity compensation and tax planning, and Dr. Preston Cherry of Concurrent Financial Planning, who focuses on Gen X and high-income earners.
They discuss the challenges and opportunities in wealth management, emphasizing personalized financial planning and the role of advisors as life guides. Their conversation also covers generational wealth transfer, niche-focused practices, and effective marketing strategies to attract and connect with clients.
Talking points include:
- Their recent panel discussion at Tiburon
- Samuel Dean’s journey of starting and growing Dean Wealth Management
- Dr. Cherry’s background and the focus of Concurrent Financial Planning
- Challenges and opportunities for growth in the wealth management industry
- The importance of personalized financial planning and addressing evolving client needs
- The future role of financial advisors as comprehensive financial life advisors
- The impact of generational wealth transfer and the value of aligning life and money
- Why marketing and branding strategies are so important for niche-focused practices
- Understanding and addressing the unique needs of different generations in financial planning
- And more!
Related: The Female Financial Revolution: Rethinking Wealth Management