“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client?
In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current financial advisor.
Dave and Jason discuss:
How Dave’s performance was assessed as a financial advisor at a large corporate firm and a small insurance broker
How reaching sales goals can affect personal financial advice and the client’s best interest
Join Jason Deshayes in this engaging podcast episode as he reveals the secrets of financial planning that bring a return on investment and also elevate the quality of life.
The conversation centers around balancing saving for the future and enjoying life now, making data-informed decisions, and avoiding fear-based choices. Jason emphasizes the importance of collaboration and open communication to provide clients with the best financial counsel.
Jason discusses:
How to find a balance between saving for the future and enjoying life now
Why Cook Wealth uses data-informed decision-making and long-term views when creating sustainable financial plans for their clients
The collaboration and open communication process at Cook Wealth
In this podcast episode, Jason Deshayes, CPA/PFS, CFP®, CKA®, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning, to help clients achieve their financial goals.
In this inaugural episode, Jason stresses the importance of tax planning in financial planning, the ideal client Cook Wealth serves, and how this podcast can help you take ownership of your financial assets, navigate your business sale or acquisition, and more.
Jason discusses:
What Cook Wealth offers
How Jason’s past taught him that tax planning is a critical component of financial planning
Jason Deshayes is an experienced (17+ years) accountant with various public accounting firms and corporate entities. He has established himself as a trusted advisor for multiple businesses, providing guidance on business modelling, succession planning, financial consulting, and budgeting.
In addition to his professional experience, Jason has demonstrated strong leadership skills through his involvement with several professional organizations and nonprofits. He has contributed to organizations such as New Mexico Health Connections, Alta Mira Family Services of New Mexico, Children’s Grief Center of New Mexico, Ronald McDonald House of Durham, and more, where he makes a significant impact on their financial operations.
One of Jason’s greatest passions is helping people with their finances. He understands that managing finances can be daunting for many people, and he takes pride in guiding and supporting clients. He also enjoys collaborating with other business and financial advisors to improve the level of service they provide to their clients.
