Proactive Retirement Planning Discussions

Episode 2 of the Perspectives on Growth podcast, hosted by Red Rock, titled "Proactive Retirement Planning Discussions" was published on January 31, 2023 and runs 10 minutes.

January 31, 2023 ·10m · Perspectives on Growth

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Summary

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.

Episode Description

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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