J&J Show
Welcome to The J&J Show with Josh Yoskosky and Joe Simon of YTS Wealth Management. Two wealth managers breaking down real-life money talk, sharing their experiences in the industry, and explaining it all in plain English, so you can feel confident about your financial future, one episode at a time. No jargon. Just real talk.
J&J Show
Episode 9 | Getting Ready for the New Year: Financial Planning, Scheduling & Office Operations
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
A new year means new goals, and a lot of preparation behind the scenes.
In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office.
They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong.
Whether you’re a business owner or just curious what goes into running an efficient financial office, this episode gives a real look at the systems that set the tone for success.
▶️ Watch now and get ready for the year ahead.
Disclosures
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.