EP 053 Julian Morris, CFP, ChFC, AAMS, CRPC, CFS, Principal & Founder Concierge Wealth Management

Julian Morris, Principal and Founder Concierge Wealth Management, was the first to coin the term concierge when he started the company. He is passionate about educating the public, as well as those who present themselves as financial advisors, that there is an enormous difference between investment advice and integrated financial planning. Prior to starting concierge Wealth, Julian, a Certified Financial Planner, was a Franchise Owner and Senior Financial Advisor at American Express Financial Advisors, now Ameriprise Financial. Julian is a lifelong learner who continues to recognize cognitive finance and how people make decisions based on behavior.  Julian shares how he approaches serving his clients, including: ·        Looking for opportunities to invest Roth IRA money. ·        Making progress towards the client’s goals and dreams, not rates of return. ·        The importance of using a professional. ·        Understanding the different facets of the financial plan. ·        Bring in the team including the tax professional, estate planner and others. ·        Educating clients daily on LinkedIn. Enjoy the show! Connect with Julian: Website: https://www.conciergewm.com/ Facebook: https://www.facebook.com/ConciergeWM/ LinkedIn: https://www.linkedin.com/in/julianbmorris/?advisorid=73004541 Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices