Business

Meet Jim Tucker: Helping Late Career and Early Career Professionals Avoid the Big Financial Mistake

Published

3 years ago

February 4, 2022

Wealth advisor, Jim Tucker, is co-founder of Tucker Bria Wealth Strategies, LLC, a wealth advisory firm in Durham, North Carolina. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans Specialist®. His focus is on both professionals and business owners preparing to retire as well as those just beginning their careers.

Tucker’s 15 year business career prior to joining the wealth advisory profession makes him uniquely qualified to understand the professional and financial pressures of his clients.

Jim began his business career in finance, working as both a commercial banker, for a regional bank in Washington, DC, as well as an investment banker, for storied investment banking firm, Drexel Burnham Lambert. He then joined a team to oversee the regional mall real estate investments for a subsidiary of The Prudential.

Born and raised in Pittsburgh, PA, Tucker jumped to the west coast to lead the expansion of privately-held, mall based, specialty retailer, Natural Wonders. Once public, Jim left Natural Wonders and returned to corporate America and the east coast, joining the North Carolina regional office of the British spirits and food retailing company, Allied Domecq. Declining a move to the Washington, DC area with Allied Domecq, Jim connected with a Charlotte, NC start-up real estate technology firm, AvidXchange, which went public in 2021.

Deciding that constant business travel did not suit a father with 2 young children and a wife who also worked, Tucker entered the wealth advisory profession. Initially, he worked for the Wall Street firms of UBS, Smith Barney and Morgan Stanley. During this time Jim picked up the professional credentials of CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Plans Specialist®. However, Tucker was once again drawn to the entrepreneurial side of the business. So, in 2013, he formed Tucker Bria, an independent wealth strategy firm, with longtime friend and fellow competitive swimmer, Patrick Bria.

“The two core client bases that I enjoy working with and with whom I feel I can add value, are those who are within 10 or 15 of retirement and those early in their career,” says Tucker. “Both groups yearn for financial education and direction, one group to set up their retirement strategy and the other to establish great financial habits to carry them through their life.”

Education has become a driving force of Tucker Bria and Jim’s focus. Jim is a licensee and instructor for Retirement Planning Today®, an educational course for individuals aged 50-70. Tucker also developed a young adult seminar to educate young professionals on the foundations of a sound financial strategy.

“The reason why I like working with those approaching retirement and individuals beginning their careers is because it’s so important for each group to avoid making the BIG MISTAKE. Each period has a number of decisions which, if not addressed properly, may derail the achievement of their financial, and thus, life goals.”

So, from Tucker’s perspective, financial education is critical to his mission of helping his clients avoid the big mistake.

Jim Tucker, CFP®, CRPS® is a financial advisor located at 3100 Tower Blvd, Suite 117, Durham, NC 27707. He offers securities and advisory services as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Jim can be reached at 919-381-5780 or at jim.tucker@tuckerbria.com

Business

September Joy: HomeCare Bosses United®’s Second CareGrowth AI™ Workshop

Published

2 days ago

September 4, 2024

Matthew Wiles

Sue and Enock Denis, co-founders of HomeCare Bosses United®, are the top industry-leading pair in the non-medical homecare space. Sue Denis began her journey after leaving the nursing world and jumping with both feet into the homecare industry by founding her own homecare agency. Next, she taught those in her local community and online how to do the same in a private Facebook group she created for the purpose. Now, that group has over 13k members.

She and Enock’s latest venture — the CareGrowth AI™ software developed specifically for homecare agencies — is but the next step in their transformative, inspiring journey, heralding a new era for homecare agencies by turning them into Intelligent HomeCare Agencies™. After their very successful launch event, the Systemize to Scale With AI Workshop, Sue and Enock are back with an encore for those who missed the first one — or those who want more HomeCare Boss magic!

The 2nd Launch Event: Systemize to Scale With AI Workshop

Scheduled from September 8-12, 2024, at 8 PM EST each day, the Systemize to Scale With AI Encore will introduce CareGrowth AI™ to the next wave of attendees. The five-day virtual event revolutionizes how homecare agencies operate, offering insights and tools to streamline operations, reduce errors, and enhance efficiency.

“We’re not just offering another software; we’re helping agencies transform into Intelligent Homecare Agencies,” Enock explains. “With AI, these agencies can become more efficient, productive, and ultimately more profitable.”

So true. Intelligent Homecare Agencies™ that implement the software harness the power of AI to elevate their operations, making them more efficient, productive, and capable of delivering higher quality care and achieving greater profitability.

A Community-Centric Approach

With nearly 13,000 members in their private Facebook group, HomeCare Bosses United® has created a robust community of homecare professionals. Its supportive network is a cornerstone of the organization, offering courses, consulting, and a thriving online space where members can share experiences and learn from one another.

“Community is the backbone of our success,” Sue shares. “It’s incredible to see agency owners support each other and grow together.”

Core Values Driving Success

At the heart of HomeCare Bosses United® lies a set of core values: Empowerment, innovation, community, integrity, excellence, and faith. These principles guide their mission and shape their approach to business, ensuring that each agency owner feels equipped to navigate the industry’s challenges.

“Empowerment is key,” says Sue. “We want agency owners to feel confident and capable, knowing they have the power to succeed.”

Innovation is another critical aspect of their work. With the launch of CareGrowth AI™, the Denises are setting new standards in the industry, paving the way for homecare agencies to become part of the Intelligent Homecare Agency™ category.

“With CareGrowth AI, we’re keeping up with the AI revolution… by leading it!” Enock emphasizes.

Integrity and Faith: The Foundation

Honesty, transparency, and ethical practices are fundamental to HomeCare Bosses United®’s business model. Enock and Sue’s commitment to integrity ensures that clients receive honest and transparent guidance, fostering trust and reliability.

Their faith also plays a pivotal role in their business philosophy.

“Our faith is at the center of our business,” Enock says. “It guides us and gives us strength, helping us make a positive impact in the lives of others.”

Looking Ahead

As HomeCare Bosses United® continues to grow, their mission remains steadfast: To help homecare agency owners thrive. Through their comprehensive support platform, they provide the tools, knowledge, and community needed to start, grow, and scale homecare businesses.

The upcoming Systemize to Scale With AI Encore is an opportunity for homecare professionals to join this journey and embrace the future of the industry. Registration is available at https://CareGrowthAI.com for just $37, including access to the live workshop and the exclusive HomeCare Bosses United® community.

About HomeCare Bosses United®

HomeCare Bosses United® helps you grow your homecare agency, impact the world, and live life on your terms. Co-founded by Enock and Sue Denis, the company offers courses, consulting, and live events for homecare agency owners at every stage of their journey. Their mission is to simplify the process of starting, growing, and scaling homecare agencies, providing the tools and support needed for success, including their revolutionary CareGrowth AI™ solution. For more information, visit: https://CareGrowth AI.com and https://homecarebossesunited.com