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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Putting Clients First: The Core Values of Oliver Asset Management
Manage episode 446660505 series 3512330
Kandungan disediakan oleh Frank Oliver. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Frank Oliver atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
There are countless financial advisory firms out there, but not all are created equal. Each firm offers unique services and operates with its own set of specialties and core values that shape its approach to helping clients.
In this episode, we take a deep dive into the guiding principles of Oliver Asset Management. Frank will walk us through how these core values drive everything we do at the firm. We'll explore our primary client base, how he supports clients throughout their financial journey, and how the firm's values contribute to our clients' success.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:34 – The core values of Oliver Asset Management
5:26 – Frank’s core client base
8:04 – How we help clients along the way
13:27 – How the values of the firm help influence client success
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
29 episod
Kongsi
