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Jared Tanimoto: Serving the Underserved: How I Built My Fee-Only Advisory Firm from Scratch
Manage episode 400732974 series 3477430
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Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and turns that led to his success and the unique approach he's taking to revolutionize financial planning.
About Jared Tanimoto:
Jared is recognized as an Investopedia Top 100 Financial Advisor as well as a 40 Under 40 Advisor by InvestmentNews. He is the founder of Sedai (formerly Ascent) Wealth Advisors, a fee-only wealth management firm helping families navigate their finances and build wealth.
Sedai Wealth is a Registered Investment Advisor (RIA) that operates under the fiduciary standard and will never accept commissions, kickbacks, or other incentives - this means its clients' interests will always come first even if doing so results in lower compensation for the firm.
Sedai Wealth is part of the Financial Planning Association, National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Advisors in Philanthropy, Orange County Advisors Network, and the XY Planning Network.
On today’s Fortify Your Financial Kingdom, Jared and Jerry discuss how to:
- Explore the benefits of a retainer or subscription model for financial planning.
- Uncover the power of a personalized approach to financial planning for your clients.
- Learn the importance of upholding the fiduciary standard and always prioritizing your client's best interests.
Key Takeaways:
- Discover the rewarding journey
Transitioning from an insurance industry to a fee-based financial planning role can be a journey full of discovery and rewards. Jared's story illustrates that with determination, professional upgradation, and a client-centric focus, it can be a path well worth undertaking.
- Embrace the benefits
Embracing the fee-based or retainer model in financial planning, as Jared Tanimoto did, comes with numerous benefits. It enables financial advisors to work without any bias for compensation from product sales.
“I got kind of stuck in a routine in that side of the industry, not really doing planning, not doing any kind of investments, estate planning, retirement planning. And so I went out, got my CFP … And in 2017, about seven years after I got my start, I ended up starting my own firm. "
—Jared Tanimoto
Contact Jared:
LinkedIn: https://www.linkedin.com/in/jaredtanimoto/
Sedai (Ascent) Wealth: https://www.linkedin.com/company/sedaiwealth/about/
About the host, Jerry Yu:
Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.
Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/
Facebook: www.facebook.com/reign.financial.insurance
Instagram: www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)
Office: 500 Technology Dr., #300. Irvine, CA 92618
Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us
Show notes by Podcastologist: Hanz Jimuel Alvarez
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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