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Ep 37: Concierge Wealth Owner Helps Clients Achieve Financial Goals

Ep 37: Concierge Wealth Owner Helps Clients Achieve Financial Goals

Update: 2021-07-01

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On today's podcast, we're talking with J.B. Morris, founder of Concierge Wealth Management based in Boston. Find out how he helps high earners in their 30s and 40s develop financial plans.

Read more here: https://tracyjepsonpodcast.com/podcast/ep-37-concierge-wealth-owner-helps-clients-achieve-financial-goals/1475/

About our guest: https://www.conciergewm.com/team/julian-morris

What we discuss on this episode:

1:19 – Meet J.B.

2:19 – Becoming a financial advisor

3:28 – The financial industry

7:30 – Owning a business

13:20 – Work-life balance

18:04 – In person versus virtual

24:00 – Financial planning

33:38 – Mental toughness

38:58 – Advice

40:38 – Contact J.B.

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Ep 37: Concierge Wealth Owner Helps Clients Achieve Financial Goals

Ep 37: Concierge Wealth Owner Helps Clients Achieve Financial Goals