{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Growth Without Referrals","title":"Episode 46 - Beyond Investments: A Full-Suite Approach to Wealth, Estate & Trust Planning | Jason Hessler","html":"","width":"100%","height":180,"duration":1579,"description":"What happens when wealth management goes beyond simply managing an investment portfolio?\nIn this episode of Growth Without Referrals, Mark Ferguson sits down with Jason Hessler, J.D., CFP®, founder of Full Suite Wealth, for a conversation about bringing financial planning, legal strategy, estate planning, wealth management, and trust services together under a more integrated approach.\nJason brings a unique perspective to the financial-services industry because he operates at the intersection of both law and financial planning. Rather than having clients coordinate multiple professionals who may be working independently, his philosophy is centered around understanding the entire financial picture and helping clients protect, grow, and ultimately transfer their wealth.\nMark and Jason discuss how the traditional wealth-management model is changing, why investment management is only one part of a client's financial life, and how deeper integration can create better outcomes and stronger long-term client relationships.\nThey also explore the evolution of Full Suite Wealth, Jason's approach to serving clients, and the opportunities created by expanding into trust services.\nIn this episode, you'll hear about:\n Why wealth management should involve more than investment performance \n The advantage of combining legal and financial-planning expertise \n Why estate planning and wealth management should work together \n The importance of understanding the client's entire financial picture \n How trust services can expand the relationship with clients and families \n Why coordination among advisors becomes increasingly important as wealth grows \n Jason's philosophy on building long-term client relationships \n How Full Suite Wealth is creating a more integrated model for serving clients \nIf you're a business owner, professional, financial advisor, or anyone thinking more broadly about building and protecting wealth, this conversation provides an interesting perspective on what...","thumbnail_url":"https://img.transistorcdn.com/NYwb67S6-1TluJIm7IWT5DNldCEIlXpN2yNDR9nHiiE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zODM2/ZWZlYjNmZjljYjZk/MTZhNzE0ZWFjY2Ri/MDkxOC5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}