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Behavioral Work Into Financial Planning with J.D. Bruce & Jason Naylor
Manage episode 342358381 series 3392121
Το περιεχόμενο παρέχεται από το Luis Rosa and Shawn Tydlaska, Luis Rosa, and Shawn Tydlaska. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Luis Rosa and Shawn Tydlaska, Luis Rosa, and Shawn Tydlaska ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Welcome to the fourth episode of the Diversity in Action™ podcast!
In this episode, we are joined by J.D Bruce, CPA, Chief of Growth at Abacus and Jason Naylor, Innovation Project Manager for Abacus Wealth Partners. They will share how Abacus got its name, the work Abacus does, and their progress through the various roles they've held before working for Abacus Wealth Partners.
Listen and learn more about the impactful works of J.D, Jason and Abacus Wealth Partners!
Episode Highlights:
>> J.D and Jason’s trajectory before joining Abacus Wealth Partners
>> The work that J.D and Jason do at Abacus
>> Diversity initiatives or events they are involved in
>> What does diversity mean and why is it important for J.D and Jason
>> Why Abacus Wealth Partners decided to partner with the BLX Internship Program
>> J.D and Jason’s favorite personal finance tip or the best piece of financial advice they received
>> J.D and Jason’s observations about money growing up
Episode Sponsor:
>>eMoney Advisor LLC: https://emoneyadvisor.com/
Connect with J.D:
>>LinkedIn: www.linkedin.com/in/jdbruce
>>Twitter: @JDBruceCPA
Connect with Jason:
>>Email: jason.naylor@abacuswealth.com
Connect with Abacus:
>>Website: abacuswealth.com
>>LinkedIn: www.linkedin.com/company/abacus-wealth-partners
>>Facebook: www.facebook.com/AbacusWealth/
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.
It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!
Diversity in Action™ is a project of BLX Internship - a program for aspiring Black and Latinx financial planners. Visit our website at blxinternship.org
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