A Retirement Plan Professional: Why You Should Have a ‘Why’
A Retirement Plan Professional: Why You Should Have a ‘Why’

A Retirement Plan Professional: Why You Should Have a ‘Why’

Mvaiwa Chigaru

19 min0 plays0 favorites
Business & Finance
Play

Description

<p>The first W Pulse Podcast of 2021, <em>A Retirement Plan Professional: Why You Should Have a ‘Why’</em> premieres on January 6. Carrie Ohm, VP of Advisor Development at Resources Investment Advisors, a Securities America affiliate, shares her insights on ways financial professionals can better serve their retirement clients and, in effect, grow their businesses. And, it all starts with reflecting upon your role as an investor advocate and assessing your goals for yourself and your clients… and having a powerful, thoughtful response to “<em>Why</em>?”</p>

Creators

steve_C

steve_C

Creator