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Mastering Financial Planning, Coaching, and Diversification With Jason Foster
Manage episode 447549228 series 3558872
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Jason Foster is a wealth management advisor who believes in making finance enjoyable, personalized, compassionate, relatable, and realistic. With over 22 years of experience, he has achieved significant milestones, including earning the Rookie of the Year title early in his career and now running an independent practice. Jason serves as President of NAIFA California, demonstrating his dedication to shaping the industry's future. In addition to his financial career, he co-owns a promotional marketing company.
In this episode…In today's competitive financial landscape, the most successful advisors enhance their skill sets and actively diversify their services to meet their clients' evolving needs. This drive for continuous improvement is not just about personal achievement — it's about creating a lasting impact on their communities and the broader industry. But how do they balance their professional lives while contributing significantly to their community and industry?
Jason Foster, a seasoned financial advisor, delves into how he's significantly impacted the finance world and beyond. He talks candidly about his evolution from multi-line agency work to becoming an independent financial advisor and President of NAIFA California. Jason shares his innovative approaches to marketing, network-building, and the importance of diversifying into investments. He also speaks of his passion for coaching youth soccer, which he parallels with mentorship in the financial world, emphasizing the development and passion that drive success in both arenas.
In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Jason Foster, a wealth management advisor, about shaping success in financial services. Jason shares his career journey, strategies for balancing insurance and investment services, innovative approaches for marketing and prospecting in the financial services industry, and the importance of mentoring and coaching.
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