A wealth management TEAM – When and Why?


Today, we look at a popular question…by asking more questions. Our team at Full Sail gets asked all the time "When/Why do we need to hire you?" which leads to a complex answer. To break it down, Tyler Grubbs is joined by Stacy Murray and Candace Guy to address this question by asking 5 more questions:

  1. Do I anticipate a liquidity event in the next 2-5 years?
  2. Have my finances become more complex and nuanced?
  3. Are you starting to discuss and involve the next generation in managing your wealth?
  4. Have you outgrown your current individual advisor and or firm capabilities?
  5. Do you have confidence in your current estate plan and wealth transfer strategy?