Show notes
In this episode, Jeff and Jason discuss:
- How Jason’s professional career has strengthened his lateral, creative thinking.
- Working for the client first and foremost.
- Business networking and relationship building.
- High compensation for high value.
Key Takeaways:
- No does not mean it cannot be done, it means that it cannot be done in that certain way.
- There are no secrets from your financial advisor - it all shows up on your balance sheet in the end.
- In your firm, you do not all need to do every job perfectly. Having specialties (with specific cross training) can give you a more rounded firm that can better serve clients through different aspects of their plan.
- When you give someone an ownership stake, it is amazing how different they will think.
"At the end of the day sincerity to what you are and who you are makes more impact on clients than anything else." — Jason Howard
Connect with Jason Howard:
Website: https://www.outcomeprivatewealth.com/
LinkedIn: https://www.linkedin.com/in/jason-howard-673642105/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth