James Jurica is the Director of Advisor Development at Wealth Watch Advisors, a discretionary, fee-based money management firm committed to developing and implementing financial strategies to meet the personal goals of its clients. Within Wealth Watch Advisors, James founded Taggart Wealth Management, in which he serves as the Lead Financial Advisor. Before joining Wealth Watch Advisors, James worked as a development manager at New York Life Insurance Company, where he started his career in the financial services industry as an agent. James holds a Bachelor’s degree in Psychology from The University of Texas at San Antonio.

 

James joins me today to discuss how financial advisors can thrive in the independent space. He describes his transition from studying psychology in college to working in the financial services industry. He explains how he began his journey in the independent financial advisory space after working with New York Life Insurance Company. He also highlights the value of differentiating yourself as a financial advisor and offers advice to young people who want to work in the financial services industry after graduating from college.

 

“Seeing the unique ways you can work with your clients, as well as the solutions and planning opportunities in the RIA space, was extremely eye-opening; I knew it was going to be where I’d spend the rest of my career.” - James Jurica

 

This week on The Model FA Podcast:

 

• James’ background and how he began his career in the financial services industry
• How having mentors helped James manage the struggles of starting a career in financial services
• Common issues and challenges new financial advisors face
• What encouraged James to explore the independent financial advisory space
• James’ advice to young people who want to get started in the independent financial advisory industry after studying in college
• His role as Director of Advisor Development at Wealth Watch Advisors and how it’s different from his previous experiences
• Building relationships and the value of staying relevant to your prospects’ lives
• James’ vision for the future of his financial advisory practice

 

Resources Mentioned:

 

• Book: Blend Out: From Ordinary To Irresistible: How Advisors Can Market Like the Greatest Brands in the World by Robert Sofia
• Book: The Go-Giver: A Little Story About a Powerful Business Idea by John David Mann & Bob Burg
• Book: Think and Grow Rich by Napoleon Hill
• Book: The Latte Factor: Why You Don’t Have to be Rich to Live Rich by David Bach and John David Mann

 

Our Favorite Quotes:

 

• “Having the appropriate mentors that can communicate their intentions for staying on top of you could be instrumental to people’s success.” - David DeCelle
• “Advisors who have been in the business for over 20 years are still learning; you’ve got to speed up your learning curve by having conversations with different types of personalities.” - David DeCelle
• “Ask for referrals and have your centers of influence. If you focus on building a database of names, marketing to and cultivating it for years, you may never need to prospect ever again.” - James Jurica

 

Connect with James Jurica:

 

• Wealth Watch Advisors
• Wealth Watch Advisors on LinkedIn
• James Jurica on LinkedIn

 

About the Model FA Podcast

 

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

 

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 

 

Our Team:

President of Model FA, David DeCelle

 

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