Danna Jacobs's guest appearances

Danna Jacobs

XYPN Radio

Financial Advisor Success

LifeBlood

Zach Teutsch

Eric Roberge

Sara Stanich

Anjali Jariwala

Anna Sergunina

Sophia Bera

Taylor Schulte

George Kinder

David Rae

Nancy Bleeke

Dan Egan

Hilary Hendershott

Shane Mason

Pam Capalad

Diana Bacon

OwlTail

On this show, we talked about the importance of judgement free spaces where we can openly talk about and work through problems, being aware of opportunities for improvement and automating as much of our finances as possible with Danna Jacobs, CFP, ADPA, MBA and CoFounder of Legacy Care Wealth.  Listen to learn how to effectively manage your financial responsibilities so you can focus on what’s most important! For the Difference Making Tip, scan ahead to 18:47! You can learn more about Danna at LegacyCareWealth.com, Twitter and LinkedIn. Interested in starting your own podcast?  Click HERE George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!

On this show, we talked about the importance of judgement free spaces where we can openly talk about and work through problems, being aware of opportunities for improvement and automating as much of our finances as possible with Danna Jacobs, CFP, ADPA, MBA and CoFounder of Legacy Care Wealth.  Listen to learn how to effectively manage your financial responsibilities so you can focus on what’s most important! For the Difference Making Tip, scan ahead to 18:47! You can learn more about Danna at <a href="https://legacycarewealth.com/" rel="nofollow" target="_blank">LegacyCareWealth.com</a>, <a href="https://twitter.com/legacy_care" rel="nofollow" target="_blank">Twitter</a> and <a href="https://www.linkedin.com/in/danna-jacobs-b809a910/" rel="nofollow" target="_blank">LinkedIn</a>. Interested in starting your own podcast?  Click <a href="https://moneyalignmentacademy.thinkific.com/courses/launch-my-podcast" rel="nofollow" target="_blank">HERE</a> George is honored to be included on <a href="https://www.investopedia.com/top-100-financial-advisors-4427912?utm_source=chart-advisor&amp;utm_campaign=&amp;utm_term=17649731" rel="nofollow" target="_blank">Investopedia</a>'s list of the Top 100 Financial Advisors for 2019! You can learn more about the show at <a href="http://georgegrombacher.com/" rel="nofollow" target="_blank">GeorgeGrombacher.com</a>, <a href="https://twitter.com/glgrombacher" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/georgegrombacher/" rel="nofollow" target="_blank">LinkedIn</a>, <a href="https://www.instagram.com/glgrombacher/" rel="nofollow" target="_blank">Instagram</a> and <a href="https://www.facebook.com/GLGrombacher/" rel="nofollow" target="_blank">Facebook</a> or contact George at Contact@GeorgeGrombacher.com.  Check out <a href="https://moneyalignmentacademy.thinkific.com/" rel="nofollow" target="_blank">Money Alignment Academy</a> as well!

What If's with Danna Jacobs

Danna Jacobs is the co-founder of Legacy Care Wealth, an advisory firm and accounting practice that she launched with her brother. While Danna handles the financial planning side of things, her brother focuses on the accounting and tax planning as they grow their business together. Today she joins the show to discuss how her firm works with next-generation clients and what it’s like running a business with a sibling. Listen in as we talk in depth about their blended fee model, which charges a monthly fee for ongoing planning advice that shifts into an AUM fee as clients’ savings and portfolios grow. Danna explains the structured agenda she uses for every client—covering accomplishments since the last meeting and key client takeaways that become the clients’ homework for the next meeting—how she balanced motherhood during the early stages of her business, and more. For show notes and more visit: https://www.kitces.com/133 

Danna Jacobs is the co-founder of Legacy Care Wealth, an advisory firm and accounting practice that she launched with her brother. While Danna handles the financial planning side of things, her brother focuses on the accounting and tax planning as they grow their business together. Today she joins the show to discuss how her firm works with next-generation clients and what it’s like running a business with a sibling. Listen in as we talk in depth about their blended fee model, which charges a monthly fee for ongoing planning advice that shifts into an AUM fee as clients’ savings and portfolios grow. Danna explains the structured agenda she uses for every client—covering accomplishments since the last meeting and key client takeaways that become the clients’ homework for the next meeting—how she balanced motherhood during the early stages of her business, and more. For show notes and more visit: <a href="https://www.kitces.com/133" rel="nofollow" target="_blank">https://www.kitces.com/133</a>

Ep 133: Joining As Sibling Partners To Launch A Joint Advisory And Accounting Firm with Danna Jacobs

Rob Colon

Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounting, Danna and Rob have figured out how to balance their particular strengths and weaknesses to form a strong partnership. In this episode, they share how their brother/sister dynamic works for their business, as well as how they divide up responsibilities between Danna’s role as the integrator and Rob’s role as the big-thinking visionary. Listen in to hear what they did to grow their businesses to where they are today, the technology tools they use to help manage their assets and to-do lists, and advice they’d give themselves if they could go back and do it all over again. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/177

Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounting, Danna and Rob have figured out how to balance their particular strengths and weaknesses to form a strong partnership. In this episode, they share how their brother/sister dynamic works for their business, as well as how they divide up responsibilities between Danna’s role as the integrator and Rob’s role as the big-thinking visionary. Listen in to hear what they did to grow their businesses to where they are today, the technology tools they use to help manage their assets and to-do lists, and advice they’d give themselves if they could go back and do it all over again. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/177" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/177</a>

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon