Ep 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.
More About This Episode:
In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.
He joined us to discuss how he has been working on shifting from client relationships with a single advisor to a team approach.
Listen to learn ways you can show your clients the benefits of having access to a team of professionals vs. access to an individual.
Join us today to learn about these things:
How he got his J.D. and became a lawyer before getting into the financial industry. (1:07)
Balance as a father and husband in the financial industry. (5:32)
Ways scaling can be difficult in the financial industry. (10:50)
More about our guest: