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.
