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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.

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Show Notes For This Episode

On today’s podcast, we’re talking with J.B. Morris, founder of Concierge Wealth Management based in Boston. His goal is to help high earners in their early 30s to mid 40s make the most of their financial lives.

J.B. first started working in financial services during an internship with Smith Barney during the summer of 2000. That summer internship stoked his passion for financial services and prompted his further study of financial planning at The University of Wisconsin – Madison.

J.B. is passionate about educating the public – as well as those who present themselves as financial advisors – about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.

During our discussion, J.B. shares:

  • Why he became a financial advisor
  • Why people need a financial advisor in their life
  • His thoughts on entrepreneurship
  • How he achieves a work-life balance
  • His thoughts on virtual versus in-person work
  • What advice he gives to people interested in finance
  • How he wants to diversify his industry
  • How he handled rejection and mental toughness

The full episode can be heard using the audio player above and utilize the timestamps below to jump to a specific topic. Thanks for listening!

[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.

Quotable Moment:

“We talk to clients about their goals, their dreams, their wishes, their wants, and once we get that full picture, we can put together a plan of action.”  – J.B. Morris

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