EPISODE · Aug 20, 2018 · 38 MIN
Plan4Life: Educating Financial Advisors for the Future
In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial advisors entitled: The Elder Planning Specialist program.
Embed this episode
NOW PLAYING
Plan4Life: Educating Financial Advisors for the Future
0:00
38:13
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of Advisor Success Series?
This episode is 38 minutes long.
When was this Advisor Success Series episode published?
This episode was published on August 20, 2018.
Can I download this Advisor Success Series episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!