Speakers: Edward Dressel, President and Owner of RetireReady Solutions
Experience Level for Attendees: Intermediate
Target Audience: Advisors, TPAs, home office
Keywords: client engagement, finding outside assets, key aspects of story telling
IRS Program Number: CZTXU-Q-01024-19-O
Description: Differentiate yourself from your competitors in the way that is most meaningful to your clients: engage them about retirement planning. Edward Dressel, President of RetireReady Solutions, shares the key differentiators and three ways advisors can start implementing it today. Advisors following these simple suggestions are engaging clients and growing their practice as a result.