On today's podcast, we're talking with J.B. Morris, founder of Concierge Wealth Management based in Boston. Find out how he helps high earners in their 30s and 40s develop financial plans.   here: https://tracyjepsonpodcast.com/podcast/ep-37-concierge-wealth-owner-helps-clients-achieve-financial-goals/1475/    About our guest: https://www.conciergewm.com/team/julian-morris    What we discuss on this episode:  1:19 – Meet J.B. 2:19 – Becoming a financial advisor 3:28 – The financial industry 7:30 – Owning a business 13:20 – Work-life balance 18:04 – In person versus virtual 24:00 – Financial planning 33:38 – Mental toughness 38:58 – Advice 40:38 – Contact J.B.

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