Ep 78: Assembling Your Dream Financial Team: A Masterclass in Collaborative Wealth Management



Unlock the secret to a financial strategy that evolves with you, as we gather insights from a team of finance ninjas; Scott Toms (Partner, Wealth Advisor), Ashley Sowers (Partner, Wealth Advisor), Jake Stone (Partner, Wealth Advisor), and Sam Wilkerson (Partner, Wealth Advisor). Together, we debunk the myth of the lone financial advisor and showcase the unparalleled strength of a synergistic team. By tapping into the collective expertise of various professionals, we reveal how a robust dream team approach can lead to a more comprehensive understanding of your financial landscape. Just imagine the confidence you’ll gain knowing that every angle of your wealth management is scrutinized by specialists who treat your financial goals as their own.

Expect to learn a ton from today’s show, including:

  • * Learn why a financial quarterback could be the game-changer in aligning your wealth strategy with substance
  • * How proactive, silo-breaking communication can adapt to life’s twists and turns.
  • * We’re pulling back the curtain on strategies to vet potential team members, emphasizing the importance of ego-free collaboration for your benefit.

It’s a masterclass in assembling your dream financial team—once a privilege reserved for the ultra-wealthy, now within your grasp. Join us for a journey to financial wisdom where collaboration is king and your financial confidence is the ultimate prize.

Hear Past episodes of the Way2Wealth Podcast!

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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