In this episode, our guest, Jess Bost from Alpha Architect, shares how she found her way into the world of finance through the social media platform Twitter. She recalls her journey from building a career in finance to helping advisors establish meaningful portfolios for their clients.

Jess is a Crossfit coach and the Twitter master for converging financial planning and fitness, and you’ll hear how she helps people get from where they are to where they want to be, both physically and financially. We also discuss our insights into merging health and wealth and how it affects longevity, risk, income distribution, protection, and estate planning.

Advisors have the option to manage assets themselves or to hire a third party to do it for them. Jess describes how Alpha Architect assists them with their portfolios by offering education on factors and built funds.

👉https://alphaarchitect.com/2019/04/buyer-beware-the-reality-of-tax-loss-harvesting-benefits/

Highlights

[8:48] What is factor investing

[11:39] Common mistakes advisors make in financial planning

[17:49] Understanding the purpose of building a portfolio

[19:50] Building high quality and diversified portfolios to achieve goals

[26:55] Manage client emotions strategically

[28:45] Exploring tax loss harvesting opportunities for clients

[36:51] Gaining confident in handling clients’ money

[45:08] How showing empathy and support help clients in financial planning

Links

Check out Jess Bost's Linkedin account

https://www.linkedin.com/in/jess-l-bost-ricp%C2%AE-1b915414b/

Follow her socials

https://www.instagram.com/lady__bost/?hl=en

https://twitter.com/lady__bost?lang=en

✅Contact Thatcher at [email protected] with comments and questions!

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.