Jason Labrum, Founder and CEO of IDA, joins The Optimized Adviser Podcast. Jason shares valuable insight to discuss all things mindset related. As a successful entrepreneur and certified financial planner, Jason shares his tips and tricks to optimize his life through his mindset. Scott and Jason discuss getting clients in the right mindset with their finances.
Intelligence Driven Advisers is growing! We are excited to welcome Monique Jaramillo to the IDA family. Before joining IDA, Monique worked in a support role with high-net-worth clients for a boutique wealth management firm in Coronado.
At IDA we feel so blessed each day to work with a dynamic team that strives to provide our clients with top tier fiduciary services all while having a great time doing it. Long term careers and employee satisfaction is important to all who work at IDA. We congratulate and celebrate those who have crossed wonderful milestones with Intelligence Driven Advisers.
At IDA we love the people we work with and are so honored to have great people working hard to provide excellent service and care for our clients. Each quarter the team votes to award one employee the IDA Impact Award which acknowledges team members who have excelled and shown outstanding performance while demonstrating the firms core values- Integrity, Optimism, Work Ethic, Personal Improvement and Collaboration. Congratulations Faranak Gott, Senior Manager- Client Service
You may be an expert in your profession, but chances are you do not have the time, inclination, access to sophisticated resources or experience to optimally invest and manage your personal, corporate or philanthropic wealth. Millions of men and women find themselves in this same situation, wondering how to save for future liabilities/obligations such as children college expenses, creating a comfortable retirement and perhaps business succession and family legacy planning.
At IDA we love the people we work with and are so honored to have great people working hard to provide excellent service and care for our clients. This quarter we have Introduced the IDA Impact Award which acknowledges team members who have excelled and shown outstanding performance while demonstrating the firms core values- Integrity, Optimism, Work Ethic, Personal Improvement and Collaboration. Congratulations Shanda Mansperger, Director, Client Service.
The update and discussion was led by IDA Founder & CEO Jason Labrum. Jason was joined by a panel consisting of Rick Labrum, Founder & Wealth Adviser, James Pupillo, Wealth Adviser, Andrew Grant, Director Portfolio Management, and Alex Klingensmith, President.
The Life Loving, Adventurous, Giving Adviser- Jason Labrum Guest Appearance on The Optimized Advisor Hosted by Scott Heinila
Jason Labrum is a guest on the Optimized Advisor Podcast, where they focus on optimizing the wellbeing and best practices of insurance and financial professionals. The objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors.
This year IDA participated in Wreaths Across America to honor our US Veterans during the holidays.
Unethical financial advisers are far too common. And if they are ethical, many are doing just ok for the people they provide financial advice to.