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JT Belnap | Treasure Valley Financial Planning
Advisor's Guide to Estate Planning: Episode #8- Insightful Strategies from JT Belnap
Welcome to another edition of the Advisor's Guide to Estate Planning. In this episode, host Matt Morris sits down with JT Belnap from Treasure Valley Financial Planning to delve into the intricacies of successfully implementing estate planning services. Located in the Treasure Valley, encompassing the Boise, Idaho area, JT's firm has garnered nearly 100 estate plans in partnership with the Encore team.
JT shares his journey from working at Washington Mutual to establishing Treasure Valley Financial Planning in 2018. He discusses how his values-based approach to financial planning has shaped his firm's philosophy and success.
In this episode, you will learn:
Values-Based Financial Planning: How JT's approach emphasizes client-centric values and comprehensive service.
One-Stop-Shop Model: The benefits of offering a complete estate planning service within a single firm.
Client Relationship Building: Strategies to strengthen client relationships through estate planning.
Business Growth: Insights into leveraging estate planning services to expand your practice.
Tune in to learn how you can step into the estate planning gap, enhance your client offerings, and navigate the challenges of estate planning with confidence.
To find out more about JT and his firm visit -
https://treasurevalleyplanning.com
Have questions or would like to find out more about EncorEstate Plans? Find us here.
View all episodes
By EncorEstate PodcastAdvisor's Guide to Estate Planning: Episode #8- Insightful Strategies from JT Belnap
Welcome to another edition of the Advisor's Guide to Estate Planning. In this episode, host Matt Morris sits down with JT Belnap from Treasure Valley Financial Planning to delve into the intricacies of successfully implementing estate planning services. Located in the Treasure Valley, encompassing the Boise, Idaho area, JT's firm has garnered nearly 100 estate plans in partnership with the Encore team.
JT shares his journey from working at Washington Mutual to establishing Treasure Valley Financial Planning in 2018. He discusses how his values-based approach to financial planning has shaped his firm's philosophy and success.
In this episode, you will learn:
Values-Based Financial Planning: How JT's approach emphasizes client-centric values and comprehensive service.
One-Stop-Shop Model: The benefits of offering a complete estate planning service within a single firm.
Client Relationship Building: Strategies to strengthen client relationships through estate planning.
Business Growth: Insights into leveraging estate planning services to expand your practice.
Tune in to learn how you can step into the estate planning gap, enhance your client offerings, and navigate the challenges of estate planning with confidence.
To find out more about JT and his firm visit -
https://treasurevalleyplanning.com
Have questions or would like to find out more about EncorEstate Plans? Find us here.