The Currency of Knowledge Podcast
Join County National Bank's Senior Wealth Management Officers Christopher Phillips and Holleigh Baker as they explore the true meaning behind the question "What is Wealth?"
From discussions with various guests, they delve into how wealth is not just about financial abundance but also about security, flexibility, and values discovered through personal stories and insights.
Join them as they uncover the diverse perspectives on what wealth truly means in today's world and how these insights shape their approach to wealth management.
The Currency of Knowledge Podcast
One size fits one
This episode focuses on wealth management. Guest Jake Johnson, CNB Assistant Vice President, Private Banking Officer, discusses the fundamentals of financial planning, emphasizing its comprehensive nature beyond traditional financial advice to include tax and estate planning tailored to individual client needs.
Johnson highlights the significance of building client relationships, understanding their objectives, and delivering continuous support, comparing financial planning and the fitness discipline. He also discusses his role in private banking, the importance of client service, and guides on selecting a wealth advisor based on credentials, trust, and prioritizing client interests, noting his pursuit of CFP certification.