Episode 23 – The Wealth Management Process: Part 2

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Once you’ve finished the discovery part of HighTower Great Lake’s wealth management process, it’s time to dive into planning.

In part two of his mini-series, Tim Scannell gives you an exclusive preview of how the wealth management process unfolds across the next four meetings. This is your chance to explore the process and find out how you could benefit from Tim’s thorough, client-centric approach.  

In this episode, you will learn:

• Which types of analyses are done during the investment plan meeting
• What the purpose of the mutual commitment meeting is
• How all new documents and statements are organized and prioritized during the follow-up meeting
• What types of issues are discussed in the advanced planning stage
• How Tim and his team help clients plan for both anticipated and unexpected transition points

Tune in to learn more about the wealth management process and what to expect when working with Tim Scannell and his team.

Resources:   HighTower Great Lakes | Episode 22 – The Wealth Management Process: Part 1