The Independent Advisors Podcast Episode 326 скачать в хорошем качестве

The Independent Advisors Podcast Episode 326

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Firm Overview and Client Experience (01:24) Jessup Wealth Management is a fiduciary, fee-only RIA focused on personalized, transparent service. With 425 households and a low client-to-advisor ratio, the team delivers a high-touch experience supported by two CFPs and an in-house research and trading team. Investment Management Strategy and Differentiation (12:50) Jessup manages portfolios in-house with individual stocks, bonds, and ETFs, ensuring control, transparency, and alignment with client interests. Trades are executed uniformly for all clients (14:57), and a tiered fee structure rewards asset growth. Comprehensive Financial Planning and Client Support (16:32) Led by CFPs Aaron Kramer and Taylor Ledbetter, Jessup offers customized, multi-year planning covering retirement, tax, charitable, and estate strategies. The firm partners with trusted attorneys and emphasizes education through blogs and podcasts (19:39). Client Communication and Education (20:58) Jessup prioritizes clear, consistent communication through: The Independent Advisors Podcast (325+ episodes) A monthly market update newsletter (24:44) Active social media presence The firm also commits to same-day call returns (26:38). Team Structure and Client Onboarding (28:08) Clients benefit from a collaborative team model, meeting over 10 staff members during onboarding. The culture is approachable and client-focused, with all staff as W2 employees sharing clients and resources (34:54). Client Acquisition and Growth Philosophy (37:40) Jessup’s low-pressure onboarding focuses on education, fit, and transparency. With ~$480 million AUM across 425 households (40:55), the firm prioritizes quality service and long-term relationships over rapid growth. Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.co...