It is a common misconception that only ‘wealthy’ people have an estate plan, and that can be further from the truth. Everybody needs to have some of the basic building blocks of estate planning documents.
-Tully McCoy
Justin talks with Tully McCoy, President and CEO of Great Plains Trust, about how clients are the epicenter of their respective businesses. McCoy also walks listeners through what to look for in a wealth management firm and how his industry has less to do with finances and more with understanding a client’s psychology and relationship with money.
Give A Damn podcast is a Guild Collective production you can subscribe to and listen to wherever you find your podcasts.
Music from Artlist.io:
https://artlist.io/royalty-free-music/song/sunny-action/92416
