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Ep. 019 - Kris Maksimovich - Global Wealth Advising & Investing - Global Wealth Advisors

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Ep. 019 - Kris Maksimovich - Global Wealth Advising & Investing - Global Wealth Advisors

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-- 10 Minutes / 10 Answers

A new podcast from MarketDesk Research, #10mins10answers is a time efficient exploration into investing, economics and wealth management. In 10 minutes, you’ll walk away with 10 answers from leading experts. You can keep up to date by visiting www.marketdeskresearch.com/podcast




-- Ep. 019 - Kris Maksimovich

Global Wealth Advisors --

[2:15] Biggest lesson as a business owner, planner & investor?
[3:25] 3P Planning Process - why is it so important to follow?
[4:40] Why is being independent better for your clients?
[5:40] How is the value proposition of financial planning evolving?
[7:20] One question individuals should ask their FA yearly?
[8:35] How does market analysis flows into clients’ portfolios?
[10:00] What are the current tactical tilts in portfolios?
[11:20] Where is the best value and worst risk-reward today?
[12:20] One question clients aren't asking FAs?
[13:10] Free business tool you'd recommend to investors?

-- Subscribe and follow #10min10answers on Twitter & LinkedIn!



-- About MarketDesk Research

MarketDesk investment research provides actionable ideas, saves you money, and frees up time. Visit www.MarketDeskResearch.com to learn more.

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