Episode 36: A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler
In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies.
Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources.
In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations.
His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
Ways his firm approaches technological advancements and marketing solutions
The value of face-to-face meetings and in-person interactions with clients
Some saving strategies his company focuses on
Ways his firm works on identifying the right product for advisors and their clients