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Optimizing Client Trust: Beyond Annuities and Into Authentic Relationships with Jason Labrum, CFP®, AIF®
Scott Heinila welcomed Jason Labrum back to the studio for a discussion on Intelligence Driven Advisers (IDA) holistic and integrated approach to financial planning, which includes in-house CPAs for tax planning, the complexities of annuities, and they share their personal philosophies and lifestyle choices that contribute to a fulfilling life.
Jason has been helping individuals, families, and businesses with comprehensive financial planning, portfolio management, and business retirement plans since 1998. Jason founded Intelligence Driven Advisers (IDA), in 2009 after spending 12 years with two major Wall Street brokerage firms. Jason has been active in his community serving on the Board of Directors at the Boys & Girls Clubs of Carlsbad and Daybreak Community Church. In 2015 he launched Financial Detox®, a consumer advocacy brand with the mission of delivering transparent and simple financial education to the masses. Jason is the author of Financial Detox® published in 2018 as well as a radio show and podcast which can be accessed on any podcast medium. Jason has contributed to the following publications; Fox Business, CNBC, Forbes, Newsmax Finance, and Investor’s Business Daily. When not pursuing his professional endeavors, Jason spends time with his family and enjoys everything active and outdoors.
In this episode you will learn the following:
- IDA’s philosophy on financial planning
- Navigating Annuities: Skepticism, Benefits, Rates, Renewals
- The importance of Financial Advisors to prioritize the client’s best interests.
- Jason & Scott’s thoughts on well-being, time optimization, balancing work and life, quality relationships and more.
Connect with Scott on LinkedIn
Connect with Jason on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on Intelligence Driven Advisers click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning
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By Scott Heinila
4.9
1717 ratings
Scott Heinila welcomed Jason Labrum back to the studio for a discussion on Intelligence Driven Advisers (IDA) holistic and integrated approach to financial planning, which includes in-house CPAs for tax planning, the complexities of annuities, and they share their personal philosophies and lifestyle choices that contribute to a fulfilling life.
Jason has been helping individuals, families, and businesses with comprehensive financial planning, portfolio management, and business retirement plans since 1998. Jason founded Intelligence Driven Advisers (IDA), in 2009 after spending 12 years with two major Wall Street brokerage firms. Jason has been active in his community serving on the Board of Directors at the Boys & Girls Clubs of Carlsbad and Daybreak Community Church. In 2015 he launched Financial Detox®, a consumer advocacy brand with the mission of delivering transparent and simple financial education to the masses. Jason is the author of Financial Detox® published in 2018 as well as a radio show and podcast which can be accessed on any podcast medium. Jason has contributed to the following publications; Fox Business, CNBC, Forbes, Newsmax Finance, and Investor’s Business Daily. When not pursuing his professional endeavors, Jason spends time with his family and enjoys everything active and outdoors.
In this episode you will learn the following:
- IDA’s philosophy on financial planning
- Navigating Annuities: Skepticism, Benefits, Rates, Renewals
- The importance of Financial Advisors to prioritize the client’s best interests.
- Jason & Scott’s thoughts on well-being, time optimization, balancing work and life, quality relationships and more.
Connect with Scott on LinkedIn
Connect with Jason on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on Intelligence Driven Advisers click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]
Optimized Insurance Planning