Brian SkrobonjaPrivate Wealth Advisor & Financial Firm Founder

Brian Skrobonja's Values Based Approach

Name: Brian Skrobonja's Values Based Approach
Uploaded: 2011-09-27T19:12:33Z
Channel: Brian Skrobonja
Description: This is a YouTube video titled "Brian Skrobonja's Values Based Approach" containing a monologue or presentation from September 27, 2011, discussing the…

27 Sept 2011

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This is a YouTube video titled "Brian Skrobonja's Values Based Approach" containing a monologue or presentation from September 27, 2011, discussing the limitations of financial professionals who specialize narrowly and advocating for a comprehensive financial planning approach through a coordinated network of experts. The content focuses on financial planning philosophy rather than a multi-speaker conversation.

What we know to be true is that many other financial professionals focus on one specific part of the financial picture. Not really knowing what they are doing may be affecting other areas of their plan. An insurance agent deals with insurance. A stockbroker sells investments. An attorney writes up wills or trusts. A CPA prepares taxes. A mortgage person provides loans. We realized in the mid-1990s that this approach did not make much sense if you're trying to make full use of your money. So we set out to offer our clients a complete financial experience by creating a network of professionals who communicate with one another on your behalf to help maximize results.