The Whole Truth: For Financial Advisors

26: One Year Report Card with Jerod Morris


Listen Later

With a year of episodes under our belt The Whole Truth gets its report card from Jerod Morris (begins at the 26:30 minute mark) and he also shares insights about how to build communities with clients in Segment One. Stick around until the end for some enthusiastic college basketball banter in the Costanza Corner segment.

...more
View all episodesView all episodes
Download on the App Store

The Whole Truth: For Financial AdvisorsBy Touchstone Investments