Hosts:   Paul Sloate of Green Drake Partners & Charlie Shields of Wells Fargo Advisors, LLC
Guests:   Patricia T. Dunn, CAP
The Dunn Group
Senior Vice President- Wealth Management
Wealth Management Advisor
PIA Program Portfolio Manager
 
 
 
Connect with Patricia:
Phone: 610-834-3518
Email: [email protected]
Website
Linkedin
 
Question of the Week:
From Gary Justin, Hatboro, “Are we going to have a trade problem with China?”
 
Show Notes

• We are seeing a transition within the professional ranks of the financial services industry from portfolio management aimed at beating benchmarks to wealth management aimed at progress towards the investor’s personally meaningful goals. What prompted this shift?
• What should an investor look for in an advisor focusing on wealth management?
• Does this change the traditional relationship between the investor and their advisor?
• Investors have different appetites for risk, when you are measuring progress towards goals is risk one size fits all?
• What can an investor do to help his/her advisor create a strategy to achieve the goals we have agreed to work toward?
• Tell me more, how does a progress towards goals approach work when it comes to who is making the investment decisions- the investor or the advisor?
• Along the same lines, how is the investor informed as to their progress along the way?
• Do you see any implications for the investor’s extended family?
• This is an interesting and intriguing change for the industry. Do you see this shift as a passing fad or as a dynamic shift and why?

 
Next’s Week Guest: Scott Messer from Sales Evolution

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