#127

In this episode, Andy interviews Jon Bass, a seasoned financial advisor with 14 years of experience.

They dive into the significance of joint work in the financial industry, with Jon attributing much of his success to collaborative efforts, especially when overcoming the credibility gap due to his youth early in his career.

Jon emphasizes the evolution of his business towards fee-based planning and offers practical advice for selling planning services. He also shares his passion for risk and tax management, drawing from lessons learned during the 2008 financial crisis.

Additionally, Jon highlights the importance of understanding clients' learning styles to improve engagement and the selection of compatible joint work partners.

The episode concludes with Jon discussing his favorite tax strategies, the expansion of his team, and the potential implications of estate tax changes and inflation.

Want to attend Whiteboard University? Click here to learn more.
http://www.whiteboardu.com/

Click here to purchase your seat at our next How To Charge LIVE event in August.
https://community.eadvisornetwork.com...

To Your Success,


Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
__
https://www.stenmorgan.com/podcast/

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.

Sten J. Morgan, CFP®, ChFC®