BB Feature Image
Episode 22 – The Wealth Management Process: Part 1

Episode 22 – The Wealth Management Process: Part 1

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Get ready for a tour of HighTower’s process that addresses clients’ advanced planning needs!

In today’s episode, Tim Scannell discusses the wealth management process at HighTower Great Lakes. He sheds light on how he gets to know clients during the first stage called the discovery process and which types of information he is most interested in gathering. 

In this episode, you will learn:

  • What the wealth management process looks like at HighTower Great Lakes
  • The different aspects covered in the wealth management process 
  • The kinds of information gathered during the discovery process
  • The main priorities covered with each client during the discovery process
  • About different types of client personalities (e.g. The Family Steward, The Independent, etc.)
  • And more!

Tune in to learn how Tim and his team get to know their clients during the first stage of the wealth management process.

Resources:   HighTower Great Lakes 

Comments are closed.