• Episode 173: Scaling Financial Literacy

  • Sep 25 2024
  • Length: 16 mins
  • Podcast

Episode 173: Scaling Financial Literacy

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  • Summary

  • With more than a decade of experience in the financial services industry, Jake Falcon is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies. Jake works closely with clients to develop sophisticated, yet clear, strategies to help them achieve their objectives. He monitors both the retirement planning and investment landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to providing clients with an excellent experience. Jake earned his bachelor's degree in business administration from the University of Texas at San Antonio. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under 40” list. He was also listed in the Forbes 2018, 2019 and 2020 list of America’s Top Next-Gen Wealth Advisors. Additionally, Jake was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2021, 2022, and 2023. Listen to this insightful RIA episode with Jake Falcon about scaling financial literacy. Here is what to expect on this week’s show: - How Falcon Wealth Advisors stands out for its 24-hour response time, client-centered ensemble approach, and focus on individual stocks, bonds, and options without using investment products. - Why building strong client relationships through personal interaction and consistent service contributes to referrals. - How delegating managerial tasks to team leaders allows business owners to scale their company. - Why being actively involved in the community is crucial for your business. - How Retiring Right was written because many existing retirement books are outdated or product-heavy. Connect with Jake: Links Mentioned: falconwealthadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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