Ultra High Net Worth Clients with Chris Brodhead artwork

#3 How To Help Clients Become Their Own Bank w/ Dr. Jovan Jackson, Financial Coach of Hope

Ultra High Net Worth Clients with Chris Brodhead

English - September 25, 2023 20:54 - 20 minutes - 19 MB - ★★★★★ - 58 ratings
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Previous Episode: #2 Don't Ask For Referrals, Ask for Introductions w/ Vincent Giardini, IronLife Financial PFS Invest
Next Episode: #4 How to Avoid a 201K (Losing Half Of Your 401K) w/ Alec Tuckman, Wealth Management Partners of LA

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/

Dr. Jovan Walker-Jackson (https://goodnewsfinancialservices.com/), known as the Financial Coach of Hope, is a faith-filled 4x best seller author, speaker, and licensed financial & Insurance advisor who serves as the president of Good News Financial & Investment Advisors LLC, a Registered Investment Advisory Firm in the state of MD.

00:17 Intro
00:57 How Jovan got into the financial advisory world
4:30 Insights from the 2008 great recession
6:05 How to be your own bank
8:43 How a normal person can leverage their money like a bank does
13:13 Best way to find clients
14:16 How Javon found her largest client
15:47 What Javon is working towards

Preferred Links:
LinkedIn: https://www.linkedin.com/in/drjovanjackson/
Website: https://goodnewsfinancialservices.com/
Facebook: https://www.facebook.com/DrJovanJackson/
Instagram: https://www.instagram.com/drjovanwalker_jackson/
YouTube: https://www.youtube.com/@goodnewsfinancial
Planner Link: https://www.goodnewsfinancialservices.com/resources/
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

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