Business Insider reached out to Kevin with a request that then lead into the article they published.
“We understand your work at Moenio involves helping families find or evaluate financial advisors. What can you share with us that would be interesting to others.” After putting some thoughts together one key area kept coming up – protecting clients wealth. The discussions with Business Insider, without fail, came back to “how the best advisors are concerned with not only investing but protecting their clients assets, i.e., wealth.” Although the list was not exhaustive, these were the top 10 points shared.
Although BI calls it “ultra rich,” we believe these points are important for most investors when working with their advisor, broker, banker and others.