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How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise?
In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.
In this episode, you will learn:
- What Ross’s criteria are for the Retirement & Longevity Summit’s speakers
- How to ask questions that will highlight the vulnerabilities of a prospect’s current plan
- Why advisors needn’t be afraid of not having answers to every question
- Three intuitive tips for aging successfully
- And more!
Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers!
Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.
Resources:
Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com |
Erin Botsford’s Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry
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