This episode focuses on wealth management. Guest Jake Johnson, CNB Assistant Vice President, Private Banking Officer, discusses the fundamentals of financial planning, emphasizing its comprehensive nature beyond traditional financial advice to include tax and estate planning tailored to individual client needs.
Johnson highlights the significance of building client relationships, understanding their objectives, and delivering continuous support, comparing financial planning and the fitness discipline. He also discusses his role in private banking, the importance of client service, and guides on selecting a wealth advisor based on credentials, trust, and prioritizing client interests, noting his pursuit of CFP certification.
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