Erica sits down with Luke Sauter, a CPA, PFS, and investment advisor who shares insights on the intricacies of financial planning, emphasizing the importance of choosing a trustworthy fiduciary who provides consistent, transparent, and comprehensive wealth management services.
00:43 Meet Luke Sauter: CPA and Financial Specialist
02:34 A Personal Journey: From Corporate to Consulting
04:54 Understanding Financial Designations and Trust
09:37 The Role of a Fiduciary and Financial Planning
16:03 Building Trust and Transparency in Financial Advisory
20:56 The Importance of Regular Communication with Advisors
26:30 The Advisor Mindset Shift
27:13 Transactional vs. Relational CPA Models
28:26 The Importance of Integrated Wealth Management
32:37 Financial Planning for Different Net Worths
36:58 Understanding AUM and Fee Structures
49:59 Choosing the Right Financial Advisor
56:13 Conclusion and Contact Information
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Disclaimers:
Vidarrow Investment Advisors is a Registered Investment Adviser in the state of Illinois. Advisory services are only offered to clients or prospective clients where Vidarrow and its representatives are properly registered or exempt from registration. This podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change.
Luke Sauter is an investment adviser representative of Vidarrow. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.
2025/04/157 分