EP 021 Jerry Truman: Senior Vice President & Financial Advisor at RBC Wealth Management

Jerry Truman has been advising high-net-worth clients for more than 20 years, working closely with them to develop comprehensive and cohesive paths to meet their financial and life goals. The one-on-one time and individual attention he dedicates to each client often leads to them calling him their trusted advisor. Jerry’s passion for helping others is evident in his work both with clients and with the community. An avid philanthropist, Jerry has been a member of the Lido Civic Club of Washington, D.C., for over 15 years and has served as the civic chairman since 2010. Jerry has also been a member of Metro Bethesda Rotary since 2013. In 2009, Jerry co-founded Truman Charities—a local group that hosts unique and exclusive dinners and events to raise funds for various local and national charities. Since its inception, Truman Charities has raised more than $950,000 to local and national charities. Jerry has been a Washingtonian his entire life. He graduated from Dematha Catholic High School in 1990 and received a bachelor’s degree in political science from the University of Maryland in 1995. Jerry currently lives in Bethesda, Maryland, with his wife, Jamie, and their boys, Zachary and Dominic. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jerry Truman about smart financial planning. Here are some of the beneficial topics covered on this week’s show: ●    How listening to people and asking the right questions is very important. ●    Why financial planners should know the clients’ plans for their business. ●    How one size doesn’t fit all for people’s financial planning and businesses. ●    Why having more contact with your client’s will give them a better service. ●    How important it is to have a financial plan in place during these uncertain times. 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 linke