EPISODE · Feb 10, 2025 · 16 MIN
Meet Elise Roberts: Secure Today Financial
from Local Living · host David Conway
In our latest episode, Elise Roberts shares her extensive expertise on the evolving landscape of annuities and the importance of tailored financial planning. With a focus on personal connections, she emphasizes the significance of understanding clients’ individual needs for successful financial outcomes.• Discussion about Secure Today Financial and its unique focus • Elise's personal journey and her father's influence • Detailed exploration of fixed indexed and fixed annuities • Importance of financial suitability in investment decisions • The role of VIP dinners in client engagement • Elise's hobbies and passion for jewelry-making • Overview of how listeners can connect with Secure Today Financialwww.securetodayfinancial.com954-401-1067Local Living is a community podcast for Palm Beach to Parkland. Are You A Local Business, Resident, Leader or Non-Profit? If so, we would love to have you on the podcast! Go to www.locallivingpodcast.com for all of the info.
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In our latest episode, Elise Roberts shares her extensive expertise on the evolving landscape of annuities and the importance of tailored financial planning. With a focus on personal connections, she emphasizes the significance of understanding clients’ individual needs for successful financial outcomes. • Discussion about Secure Today Financial and its unique focus • Elise's personal journey and her father's influence • Detailed exploration of fixed indexed and fixed annuities&n...
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Meet Elise Roberts: Secure Today Financial
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