Jason Co

Jason Co, a Certified Financial Planner and owner of Co-Planning Financial, dives into the unique challenges of serving Asian American clients. He shares insights on the importance of culturally sensitive financial planning and how generational influences shape financial decisions. The discussion navigates whether to stay niche or broaden outreach, emphasizing effective client intake and lead qualification. Jason also explores strategies for enhancing client engagement and the benefits of tailored communication, ultimately seeking clarity on his path forward.