Ep 104: The Power of a Well-Educated Advisor with Jared Trexler

In this episode, John and Tom are joined by Jared Trexler, Senior Vice President and Chief Marketing & Strategy Officer at The American College of Financial Services, to discuss why education and specialization matter more than ever in the financial world. They explore how a well-educated advisor can deliver deeper, more personalized planning- especially in areas like tax, estate, and retirement income strategy- and why consumers should understand the difference between generalists and true specialists. Jared also shares insights into The American College’s mission to elevate the profession through lifelong learning, new certifications such as the Tax Planning Certified Professional program, and a growing public campaign to help consumers identify qualified advisors.

 

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: [phone]

Call Thomas: [phone]