Ever wonder what you should know before calling on a local retirement planner? Wonder no more! In this session:

  • What products or services are most profitable to you?
  • How many paying customers do you need coming through your doors every day?
  • Does driving more traffic to your website mean that you will sell more products and services?
  • Discuss the importance of both new and repeat customers to your long-term success.
  • How many hours do you work per week and what do you do during that time?
  • What are one or two things that get in your way of being more successful?