Participants from 401GO convene for a July call focused on exploring an untapped market within retirement planning. Stan Smith, Chief Growth Officer, alongside marketing experts Jennifer Stout and Carly Maunn, share insights on overcoming common misconceptions in the retirement space. The presentation includes strategies for identifying opportunities and effective conversations to engage potential clients, promising to equip advisors with actionable tips for success. A Q&A session follows the main discussion, wrapping up with details about the CPFA designation and future meetings.
