Tag: Financial Professional
Building a Trusting Relationship with Your Financial Advisor (Ep.27)

Building a Trusting Relationship with Your Financial Advisor (Ep.27)

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Let’s discover how frequent, personalized communication can make a significant impact on your retirement planning.

In this episode, Ryan Poterack sheds light on the unparalleled importance of building a personalized relationship between advisors and clients. By focusing on both the financial and personal aspects, PCA helps soon-to-be retirees overcome pre-retirement anxiety with insightful tax planning and asset allocation strategies. 

Key episode discussion points include:

  • Building a candid relationship through frequent, personalized communication is key to successful financial planning
  • Recognizing and addressing individual client stories, fears, and biases can lead to better financial outcomes
  • The importance of tailored tax planning based on each client’s unique financial situation.
  • Frequent, personalized communication helps in understanding the client’s real needs and objectives, reducing the risk of misalignment

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23)

Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23)

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While AI is transforming many industries, when it comes to financial planning, nothing can replace the human touch.

Alec Quaid discusses the growing role of AI in financial advisory services. He delves into the current applications of AI, like tax and estate planning efficiencies, and why human empathy remains crucial. 

Learn how PCA blends technology with personal touch to provide comprehensive financial solutions.

Episode discussion points include:

  • How AI tools are speeding up tax and estate planning processes
  • Why the human element is irreplaceable in managing client emotions and behaviors
  • The potential future roles of AI in financial research and advisory
  • The unique PCA strategy of combining cutting-edge technology with personal client relationships
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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What Wealth Management Is Vs. What People Think It Is With Alec Quaid (Ep.14)

What Wealth Management Is Vs. What People Think It Is With Alec Quaid (Ep.14)

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You’ve got your finance guy or gal who manages your investments, but is that truly all they do?

It’s time for Ryan Poterack and Alec Quaid from Poterack Capital Advisory to discuss holistic wealth management, stressing the need to understand your unique values and life goals.

The conversation covers the importance of comprehensive financial planning over limited product offerings, client education, and the significance of open communication to debunk industry myths.

These two professionals share rewarding experiences of assisting clients through major life events and the value of trust in client relationships.

Discussion points include:

  • The difference between comprehensive & limited financial advice
  • Breaking down some industry stereotypes, frustrations, and misconceptions
  • The rewarding moments of being a financial professional
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

Connect with Alec Quaid, CFP®

About our Guest:

Alec is a Certified Financial Planner™ Professional who is dedicated to serving people through the platform of financial planning. He takes great pride in helping people accomplish their goals and enjoys helping his clients gain confidence in their financial futures. He is very passionate about educating consumers on the key things to look for in an advisor and also the things that should be cause for concern. Alec has been featured in multiple national publications such as the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch. He serves with multiple organizations including at his local church, Board Member with the Colorado Financial Planning Association, Committee Chair at the Aurora Chamber of Commerce, and as a member and speaker with the nonprofit RoadMap for Aging.

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How To Find The Right Financial Professional? Here’s What You Need To Know (Ep. 4)

How To Find The Right Financial Professional? Here’s What You Need To Know (Ep. 4)

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When it comes to managing our finances, seeking support from a professional advisor can save us from many costly mistakes.

In this episode, Ryan Poterack uncovers the importance of finding the right financial professional and the concept of comprehensive planning. Ryan stresses the value of gathering quantitative and qualitative information from clients while providing them with a holistic view of their financial situation and personal aspirations. 

Listen in as Ryan addresses the challenges faced by ‘do-it-yourselfers’ and the benefits of establishing a fee-for-advice relationship with a financial professional.

Ryan discusses: 

  • Reasons he gathers quantitative and qualitative client data
  • What  ‘fiduciary’ means at Poterack Capital Advisory
  • The value of asking your advisor about their professional network (ranging from attorneys, CPAs, tax professionals, and beyond!)
  • Some of the roadblocks ‘do-it-yourselfers’ face when doing their own financial planning
  • And more!

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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