David Bradley on the pieces of wealth management
At BEO’s November 13 Classification meeting, David Bradley of Edward Jones explained how investment consulting, advanced planning and ongoing relationships fit together.
As financial decisions grow more complex, it can be harder to see how they affect one another. David Bradley used that challenge to frame his Classification presentation, showing how building, managing, protecting and passing on wealth can be part of the same conversation.
The session built on David’s January Classification, which introduced members to income, tax rates and capital gains. This time, he gave members a wider view of the planning process.
Three parts of wealth management
David’s presentation brought together investment consulting, advanced planning and relationship management. He described them as connected parts of serving a client over time, from investment decisions to broader planning and ongoing conversations about changing needs.
What advanced planning can cover
- Building wealth through cash-flow planning, retirement income planning and tax-efficient investing.
- Passing on wealth through estate planning coordination and conversations about what families want to leave to the next generation.
- Protecting wealth by considering insurance, risks to assets and plans for unexpected events.
- Making room for charitable giving and the causes people want to support.
Read the previous Classification: Financial planning in focus
The photo journal.
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