Advisors who Solve vs. Sell

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and Paul Franco from AKERS Financial Group discuss the importance of having an advisor who solves financial problems rather than just selling products. They emphasize understanding client needs, planning for retirement, and ensuring financial security. They highlight cases where clients lacked basic financial planning, faced tax issues, and needed guidance on inheritance and annuity reviews. The advisors stress the importance of comprehensive financial planning, including tax and estate planning, and the value of having a trusted advisor who provides unbiased advice and long-term support. They encourage listeners to schedule free consultations to ensure their financial plans are on track.

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This episode is 52 minutes long.

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This episode was published on March 15, 2025.

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