Episode 141 of the Grow Your Business and Grow Your Wealth podcast with Gary Heldt features financial planning expert Jerry Truman. Jerry has been advising high-net-worth clients for over 20 years, helping them develop personalized and comprehensive financial plans that align with their life and business goals. He is also a dedicated philanthropist, co-founding Truman Charities and raising over $950,000 for local and national charities.
In this episode, Jerry shares his valuable insights on smart financial planning. Here are some of the key takeaways:
👉 Listening to clients and asking the right questions is crucial for effective financial planning.
👉 Financial planners should know their clients' business plans to create a cohesive and comprehensive financial plan.
👉 There is no one-size-fits-all approach to financial planning and businesses. Each client is unique and requires personalized attention.
👉 Regular communication and contact with clients can lead to better and more satisfactory service.
👉 Having a financial plan in place is essential during times of uncertainty.
Connect with Jerry:
Links Mentioned:
us.rbcwealthmanagement.com/trumanwmgroup
LinkedIn
linkedin.com/in/jerry-truman-46031852
Connect with Gary:
Website
sbadvisors.cc/
Facebook
facebook.com/SmallBusinessAdvisors
LinkedIn
https://www.linkedin.com/in/gary-d-heldt-jr/
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