Justin talks with Tully McCoy, President and CEO of Great Plains Trust, about how clients are the epicenter of their respective businesses. McCoy walks listeners through what to look for in a wealth management firm and how his industry has less to do with finances and more with understanding a client’s psychology and relationship with money. 
 

Give A Damn

guildstories

Story 111: Tully McCoy on Financial Therapy, Expertise, and Estate Planning

MAY 20, 202552 MIN
Give A Damn

Story 111: Tully McCoy on Financial Therapy, Expertise, and Estate Planning

MAY 20, 202552 MIN

Description

Justin talks with Tully McCoy, President and CEO of Great Plains Trust, about how clients are the epicenter of their respective businesses. McCoy walks listeners through what to look for in a wealth management firm and how his industry has less to do with finances and more with understanding a client’s psychology and relationship with money.