29 min
The value of wealth advice Conversations on Wealth
-
- Education
The value of trustworthy wealth advice has become even more important as uncertainty and volatility continue to dominate the landscape. But how do you know if you’re getting the best advice available?
In this episode, Sarah Widmeyer, Director of Wealth Strategies talks to Mike Ankers, Richardson Wealth’s Director of National Sales, who shares personal stories and outlines the importance of clients making their expectations known, asking lots of questions and demanding accountability.
Disclaimer:
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.
The value of trustworthy wealth advice has become even more important as uncertainty and volatility continue to dominate the landscape. But how do you know if you’re getting the best advice available?
In this episode, Sarah Widmeyer, Director of Wealth Strategies talks to Mike Ankers, Richardson Wealth’s Director of National Sales, who shares personal stories and outlines the importance of clients making their expectations known, asking lots of questions and demanding accountability.
Disclaimer:
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Assumptions, opinions and estimates constitute the author’s judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results.
Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license.
29 min