Wealth Advisor – Life Isn't Lived On a Spreadsheet

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

By Poterack Captial Advisory | August 27, 2024

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:

“Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack

Connect with Ryan Poterack:

LinkedIn: 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)

By Poterack Captial Advisory | February 13, 2024

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:

“Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack

Connect with Ryan Poterack:

LinkedIn: Ryan Poterack

Connect with Poterack Capital Advisory:

Connect with Alec Quaid, CFP®

LinkedIn: 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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The Ins and Outs of Compensation Within The Financial Industry (Ep. 10)

By Poterack Captial Advisory | December 19, 2023

“How much and how do you get paid?”

This can be an uncomfortable question to ask your current or prospective financial advisor.

This week, Ryan Poterack discusses the importance of transparency in how financial advisors are compensated today. Ryan also explains different payment methods, such as commissions and fees, while emphasizing the need for this information to be accessible to consumers to ensure a strong client-advisor relationship.

Main talking points include: