Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better.
In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience.
In this episode, you will learn:
- How the reports that Ed’s company provides breaks down retirement plans in a way that everyone can understand
- What it means to take a smaller step towards retirement and other important questions to ask your financial advisor
- What Ed likes to do for fun to blow off steam
- Ed’s go-to piece of advice or life insight
- And more!
Tune into this episode of the Top Advisor Marketing Podcast and learn how to help your clients RetireReady!
Resources: RetireReady Solutions
Brought to you by: Iris.xyz