Proactive Retirement Planning Discussions

What this episode covers

The old traditions of our business sometimes get in the way of holistic financial planning. We must change our practices in order for us to serve clients more effectively and differentiate ourselves from the competition. The Secure Act 2.0 provides an opportunity to proactively communicate with our clients and address their needs. In this episode, CEO Matt Johnston offers ideas on how to start those conversations.

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Frequently Asked Questions

How long is this episode of Perspectives on Growth?

This episode is 10 minutes long.

When was this Perspectives on Growth episode published?

This episode was published on January 31, 2023.

What is this episode about?

The old traditions of our business sometimes get in the way of holistic financial planning. We must change our practices in order for us to serve clients more effectively and differentiate ourselves from the competition. The Secure Act 2.0 provides...

Can I download this Perspectives on Growth episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.