Why Just Ok Financial Advice is Not Good Enough-Financial Planning Specialist
Unethical financial advisers are far too common. And if they are ethical, many are doing just ok for the people they provide financial advice to. I am...
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The Life Loving, Adventurous, Giving Adviser
The Life Loving, Adventurous, Giving Adviser. Scott Heinila sat down with friend and Investment Adviser, Jason Labrum CFP®, AIF® and talked about his journ
The Life Loving, Adventurous, Giving Adviser. Scott Heinila sat down with friend and Investment Adviser, Jason Labrum CFP®, AIF® and talked about his journey from starting out in the industry to operating a successful wealth management firm, Intelligence Driven Advisers. They discuss how Jason’s father has mentored him in business and in life, the difference between adviser and advisor, the importance of being intentional with clients, and having a strong team. This insightful conversation covers a wide range of topics on how Jason optimizes himself in all areas of his life. ** This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
