Oct 10, 2022
With personal experience on how to build out sustainable lifestyles that offer long-term security, Jacob Turner, founding partner at JL Strategic Wealth, uses the insights he has gained as a former Major League Baseball player to better counsel his clients on their individual life cycles. Today he joins the show to share the importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.