In a new episode of the Financial Planning Podcast, a veteran financial advisor explains how his practice found its niche and the way that it’s changing during the COVID-19 pandemic.
Jesse Abercrombie has been affiliated with Edward Jones for nearly 20 years while building a practice catering to construction and manufacturing business owners in the Dallas-Fort Worth Metroplex and nationwide from his branch in Plano, Texas. The brokerage has nearly 18,000 financial advisors in the U.S. with $1.72 trillion in client assets under care, according to its earnings statement
In the podcast, FP Chief Correspondent Tobias Salinger asked Abercrombie the following five questions about his practice and how it’s shifting during a time of remote work and technology enhancements.
1. Your practice has a niche among construction and manufacturing company owners. How did you find that niche, and what are some of their unique needs?
2. There are so many challenges right now with the coronavirus and a lot of talk about potential higher taxes coming from Washington. What are business owners' main concerns right now?
3. What is a client discovery meeting and what is your approach to them?
4. How has the role of a financial advisor changed during the coronavirus?
5. Now that the role has changed, what are some digital tools and best practices that can assist advisors?
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