Interview with a Retirement Planner – Part 1

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

  • What does your ideal customer look like?
  • Is retirement planning only reserved for the wealthy?
  • What types of traditional advertising do you do and what seems to work best for you?
  • Have you ever tried advertising that did not work as you had hoped?  Describe that experience.
  • Why do people say they work with you?

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