James Jurica is the Director of Advisor Development at Wealth Watch Advisors, a discretionary, fee-based money management firm committed to developing and implementing financial strategies to meet the personal goals of its clients. Within Wealth Watch Advisors, James founded Taggart Wealth Management, in which he serves as the Lead Financial Advisor. Before joining Wealth Watch Advisors, James worked as a development manager at New York Life Insurance Company, where he started his career in the financial services industry as an agent. James holds a Bachelor’s degree in Psychology from The University of Texas at San Antonio.
James joins me today to discuss how financial advisors can thrive in the independent space. He describes his transition from studying psychology in college to working in the financial services industry. He explains how he began his journey in the independent financial advisory space after working with New York Life Insurance Company. He also highlights the value of differentiating yourself as a financial advisor and offers advice to young people who want to work in the financial services industry after graduating from college.
“Seeing the unique ways you can work with your clients, as well as the solutions and planning opportunities in the RIA space, was extremely eye-opening; I knew it was going to be where I’d spend the rest of my career.” – James Jurica
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About the Model FA Podcast:
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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