27 min
Going From the Client Seat to the Advisor Seat With Jacob Turner, Ep. 107 Retirement Tax Services Podcast
-
- Investing
With personal experience on how to build out sustainable lifestyles that offer long-term security, Jacob Turner, founding partner at JL Strategic Wealth, uses the insights he has gained as a former Major League Baseball player to better counsel his clients on their individual life cycles. Today he joins the show to share the importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.
With personal experience on how to build out sustainable lifestyles that offer long-term security, Jacob Turner, founding partner at JL Strategic Wealth, uses the insights he has gained as a former Major League Baseball player to better counsel his clients on their individual life cycles. Today he joins the show to share the importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.
27 min