Importance of Holistic Financial Planning

In this episode of the Adjusted for Risk Podcast, Ryan Nauman is joined by Dave Alison, President and Founding Partner at Prosperity Capital Advisors, recorded live at the Wealth Management Edge Conference in Boca Raton. They discuss the importance of holistic wealth management, covering areas like financial planning, asset management, tax management, protection planning, and legacy planning. Dave shares insights on how to manage client relationships, especially during market volatility, and offers tips on opportunities that come from uncertainty, like proactive tax management and Roth conversions. Tune in for a detailed discussion on empowering clients with strategic financial decisions and driving long-term success.

00:00 Introduction to Adjusted for Risk Podcast
00:42 Live from Wealth Management Edge Conference
01:42 Guest Introduction: Dave Alison
02:06 Holistic Wealth Management Explained
03:54 Navigating Market Volatility
08:10 Opportunities in Uncertain Markets
15:37 The Importance of Tax Management
18:41 Conclusion and Contact Information

Learn more how Zephyr can help financial advisors meet client expectations during market volatility here.

Learn more about Prosperity Capital Advisors here.