The Communication Guru
The Communication Guru
Tim McMurtry
Understanding the Value of Financial Planning
46 minutes Posted Dec 20, 2021 at 5:00 am.
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Show notes
Tim McMurtry talks with Northwestern Mutual fiscal guru, James “JB” Bell about the need for financial security in these changing times. There are lots of factors that contribute to financial security and wholeness. It can be a difficult conversation to have.
James shares the story of his journey, through significant family loss and personal challenges, into a successful career in the field of financial advising and wealth management. He discusses the key essentials to financial security and how he helps clients define their goals.