In this episode of Advisors Unscripted, Jordan P. talks about how his company formed to serve people who weren't getting access to the traditional financial planning they needed. With this motivation, and by charging a fee but having no minimums, they have been able to do business with their clients’ children, positioning the firm to serve future generations of customers. He also talks about how he has changed the way he relates to members of younger generations and how, the older he gets, the more value he sees in listening and serving as a guide, rather than someone who provides unsolicited answers. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

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*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.