Episode 141: Replay with Jerry Truman

Episode 141 of the Grow Your Business and Grow Your Wealth podcast with Gary Heldt features financial planning expert Jerry Truman. Jerry has been advising high-net-worth clients for over 20 years, helping them develop personalized and comprehensive financial plans that align with their life and business goals. He is also a dedicated philanthropist, co-founding Truman Charities and raising over $950,000 for local and national charities. In this episode, Jerry shares his valuable insights on smart financial planning. Here are some of the key takeaways: 👉 Listening to clients and asking the right questions is crucial for effective financial planning. 👉 Financial planners should know their clients' business plans to create a cohesive and comprehensive financial plan. 👉 There is no one-size-fits-all approach to financial planning and businesses. Each client is unique and requires personalized attention. 👉 Regular communication and contact with clients can lead to better and more satisfactory service. 👉 Having a financial plan in place is essential during times of uncertainty. Connect with Jerry: Links Mentioned: us.rbcwealthmanagement.com/trumanwmgroup LinkedIn linkedin.com/in/jerry-truman-46031852 Connect with Gary: Website sbadvisors.cc/ Facebook facebook.com/SmallBusinessAdvisors LinkedIn https://www.linkedin.com/in/gary-d-heldt-jr/ Learn more about your ad choices. Visit megaphone.fm/adchoices