Jim Barnash is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual decision to set up an individual practice. He explains his unique client selection process, the effective tax reduction strategies he uses, and how he effectively collaborates with his wife in their financial planning business.
In today’s episode, Jim and Chris talk about:
- Client Selection and Relationship Building
- Strategies for Explaining Finances
- Tax Planning and Reduction Strategies
- Personal Goals and Happiness
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
