Episode 10: What Makes a Retirement Planner Different From an Investment Adviser Representative?
Sep 30, 2019
Patrick speaks about the timing and criteria of transitioning from an Investment Adviser Representative to a Retirement Planner.
Here are just a handful of the things that we'll discuss:
- Are you approaching the crossroads of retirement?
- There is still hope if you are near retirement without a nest egg
- Is there a need for your nest egg to continue to grow?
- Can your portfolio stand the test of time?
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