My guest today is the CEO of one of the fastest growing wealth management/401k firms in the US. His name is Jon Porter. Forbes and RIA Channel recently recognized his firm, Three Bell Capital as the #1 Emerging Wealth Management Firm in the Country.

Jon is a graduate of Santa Clara Law School and worked closely with Steve Jobs on Apple’s legal team. Three Bell Capital has served as an enormous referral source for personal lines agents, commercial lines agents, and can help your agency dramatically expand the value proposition for your clients.

We discuss:

• What it was like to work with Steve Jobs

• Philosophies for Growing Three Bell Capital

• The story of Three Bell almost getting hacked + dealing with the SEC

• What our audience should know about their 401k plan

• Intersection with the Insurance Industry

• Cash Balance Plans for Insurance Agencies

Learn more about Jon and Three Bell: https://www.three-bell.com/

Follow Pat on Instagram: @patbcostello https://www.evolvedbrokerpodcast.com/