You’ve got your finance guy or gal who manages your investments, but is that truly all they do?

It’s time for Ryan Poterack and Alec Quaid from Poterack Capital Advisory to discuss holistic wealth management, stressing the need to understand your unique values and life goals.

The conversation covers the importance of comprehensive financial planning over limited product offerings, client education, and the significance of open communication to debunk industry myths.

These two professionals share rewarding experiences of assisting clients through major life events and the value of trust in client relationships.

Discussion points include:

• The difference between comprehensive & limited financial advice
  
• Breaking down some industry stereotypes, frustrations, and misconceptions
  
• The rewarding moments of being a financial professional
  
• And more
  

Resources:

• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
  

Connect with Ryan Poterack: 

• LinkedIn: Ryan Poterack
  

Connect with Poterack Capital Advisory: 

• Poterack Capital Advisory
  
• Meet the team at Poterack Capital Advisory
  
• LinkedIn: Poterack Capital Advisory
  
• Facebook: Poterack Capital Advisory
  
• X (formerly Twitter): Poterack Capital Advisory
  
• 704-366-5776
  

Connect with Alec Quaid, CFP®

• LinkedIn: Alec Quaid, CFP®
  

About our Guest:

Alec is a Certified Financial Planner Professional who is dedicated to serving people through the platform of financial planning. He takes great pride in helping people accomplish their goals and enjoys helping his clients gain confidence in their financial futures. He is very passionate about educating consumers on the key things to look for in an advisor and also the things that should be cause for concern. Alec has been featured in multiple national publications such as the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch. He serves with multiple organizations including at his local church, Board Member with the Colorado Financial Planning Association, Committee Chair at the Aurora Chamber of Commerce, and as a member and speaker with the nonprofit RoadMap for Aging.