Episode 127. Ways To Make Teaming Worth It With Jon Bass

Jun 5, 2024

In this episode, Andy interviews Jon Bass, a seasoned financial advisor with 14 years of experience.

They dive into the significance of joint work in the financial industry, with Jon attributing much of his success to collaborative efforts, especially when overcoming the credibility gap due to his youth early in his career.

Jon emphasizes the evolution of his business towards fee-based planning and offers practical advice for selling planning services. He also shares his passion for risk and tax management, drawing from lessons learned during the 2008 financial crisis.

Additionally, Jon highlights the importance of understanding clients’ learning styles to improve engagement and the selection of compatible joint work partners.

The episode concludes with Jon discussing his favorite tax strategies, the expansion of his team, and the potential implications of estate tax changes and inflation.

Want to attend Whiteboard University? Click here to learn more. 

Click here to purchase your seat at our next How To Charge LIVE event in August.



To Your Success,
Sten J. Morgan, CFP®, ChFC®

Share this episode