Tag: Communication
Robo-Advisors: How Do They Compare? with Derek Williams CFP® (Ep. 5)

Robo-Advisors: How Do They Compare? with Derek Williams CFP® (Ep. 5)

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You’re looking for an advisor – that perfect fit: someone who gets you and your communication style, someone who will carry out your wishes and meet your family’s needs after you pass, and someone who keeps an eye on your portfolio, so you feel comfortable and confident in your investment approach quarter to quarter. Now picture this advisor. Is it someone who takes the time to understand your financial situation, goals and the returns you want to achieve? Or is it a robo-advisor offering a one-size-fits-all plan with no context or window into your life?

In this episode, Jason Deshayes is joined by financial advisor Derek Williams from Cook Wealth to discuss the pros and cons of trusting online financial advisors. They caution the lack of personal experience that’s often concealed and discuss what you really need when the market shifts unpredictably – a trusted person one phone call away, or a virtual chat with a bot? 

Derek discusses: 

  • How online influencers can reel you into buying certain stocks that might not fit your objective
  • The personal ties that an in-person financial advisor can offer you 
  • Some reasons why people gravitate towards trusting online resources to help them invest
  • And more

Resources:

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How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)

How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)

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Understanding the professional designations of your advice team can help truly identify how all the individual puzzle pieces work in unison to create your ideal portfolio.

In this episode, Jason brings along his colleague – financial advisor Derek Williams from Cook Wealth. They talk about investment approach, specialized services, and how navigating a portfolio is not to be done solo. 

Jason and Derek discuss: 

  • Common questions clients ask when investing with Cook Wealth
  • The difference between a financial planner and a financial advisor
  • Some important investing tips
  • And more

Resources:

  • Connect with Jason: 

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When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)

When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)

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“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client?  

In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current financial advisor.

Dave and Jason discuss: 

  • How Dave’s performance was assessed as a financial advisor at a large corporate firm and a small insurance broker
  • How reaching sales goals can affect personal financial advice and the client’s best interest
  • And more

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Resources:

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Introducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep. 1)

Introducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep. 1)

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In this podcast episode, Jason Deshayes, CPA/PFS, CFP®, CKA®, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning, to help clients achieve their financial goals. 

In this inaugural episode, Jason stresses the importance of tax planning in financial planning, the ideal client Cook Wealth serves, and how this podcast can help you take ownership of your financial assets, navigate your business sale or acquisition, and more.

Jason discusses:

  • What Cook Wealth offers
  • How Jason’s past taught him that tax planning is a critical component of financial planning
  • The ideal client that can thrive at Cook Wealth 
  • The firm’s specialties 
  • Jason’s story and interests 

Resources:

Connect with Jason: 

About Jason: 

Jason Deshayes is an experienced (17+ years) accountant with various public accounting firms and corporate entities. He has established himself as a trusted advisor for multiple businesses, providing guidance on business modelling, succession planning, financial consulting, and budgeting. 

In addition to his professional experience, Jason has demonstrated strong leadership skills through his involvement with several professional organizations and nonprofits. He has contributed to organizations such as New Mexico Health Connections, Alta Mira Family Services of New Mexico, Children’s Grief Center of New Mexico, Ronald McDonald House of Durham, and more, where he makes a significant impact on their financial operations.

One of Jason’s greatest passions is helping people with their finances. He understands that managing finances can be daunting for many people, and he takes pride in guiding and supporting clients. He also enjoys collaborating with other business and financial advisors to improve the level of service they provide to their clients.

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Cook Wealth Management Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

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