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