It seems you can find a financial advisor, lawyer, accountant everywhere you turn. But what sets apart the good from great? In this episode of Wealth Report, Sean Sebold presents a grid to evaluate the professionals in your trusted inner-circle. #financialadvisor #wealthmanagement #financialplanning

Wealth Report is your go-to video series for navigating the complex landscape of wealth management. Each episode delves into crucial topics that help you protect and preserve your capital, minimize taxes, build generational wealth, and reclaim your most valuable asset - time.

Key Points Covered:

Intro [:00]
Checklist for Evaluating Your Professionals - [:25]
The Human Element - [1:44]

Enjoyed this video? Make sure to like, comment, and subscribe! Share this with fellow business owners who can benefit from these insights.

Useful Links:

Visit our website: [ Ссылка ]
Our process: [ Ссылка ]
Financial planning insights: [ Ссылка ]

Follow Us:

LinkedIn: [ Ссылка ]
Twitter (X): [ Ссылка ]
Facebook: [ Ссылка ]

Subscribe to Our Channel:
[ Ссылка ]

Sebold Capital’s videos may contain a discussion of, and/or provide access to, Sebold Capital’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized investment management advice from Sebold Capital Management.

свернуть