FA-IQ reached out to advisors to ask: What are the top financial advice questions you are getting from your clients?

Joseph Polakoff, president at Keebeck Wealth Management. Chicago-based Polakoff has been in the industry for more than 20 years and has $1.6 billion in client assets.

Joseph Polakoff
“The most frequently asked questions revolve around portfolio protection and optimized risk returns. In response, we’ve leveraged proprietary relationships and product implementation that includes — but isn’t limited to — structured products, high-conviction equity investments, tail-risk strategies and thoughtful bond selection.”

Steven Tenney, founding partner and CEO of Great Diamond Partners. Portland, Maine-based Tenney has been in the industry for 28 years and has $700 million in client assets.

Steven Tenney
“The most important questions we get are diverse yet share a common thread — coordinating expert advice to ensure that risks are mitigated, values are reflected, and opportunities are realized.

This involves all aspects of wealth management, including estate and tax planning, wealth protection, investment management and philanthropy, and is entirely unique from one client to the next.

We respond by establishing and maintaining a deep knowledge of our clients and collaborating and coordinating all aspects of their plan.”

Elizabeth van Walleghem, CEO and founder of Maximai Investment Partners. Miami and Coral Gables, Florida-based van Walleghem has been in the industry for 30 years and has $450 million in client assets.

Elizabeth van Walleghem
“Depending on the client, investing in the private markets is a great diversifier.

We remind our clients that we are in this together and we are active communicators, very high touch, which means during periods of uncertainty in the markets we are actively hand-holding.

We have also seen an increase in client questions regarding crypto. We are very careful to walk clients through the high-risk nature of crypto, and while we believe that this is a compelling space, it’s not for everyone.

Education is key and that’s what we provide.”

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