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Grow Retire Ready Clients
RetireReady Solutions
31 episodes
4 months ago
Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they need to succeed in retirement. Listen in as he shares her strategy for battling client skepticism and her success in her pursuit of growing her business to all fifty states.
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Investing
Technology,
Business
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All content for Grow Retire Ready Clients is the property of RetireReady Solutions and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they need to succeed in retirement. Listen in as he shares her strategy for battling client skepticism and her success in her pursuit of growing her business to all fifty states.
Show more...
Investing
Technology,
Business
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Cassie Knight | Fed Options LLC.
Grow Retire Ready Clients
13 minutes
3 years ago
Cassie Knight | Fed Options LLC.
In this podcast Ed Dressel interviews Cassie Knight, founder of Fed Options out of Nashville, Tennessee. Cassie shares some of her insights on the complexities and misunderstandings of the federal plans along with an opportunity her company can provide to advisors working in the federal marketplace.
Grow Retire Ready Clients
Nancy Zhang, from State Pension Advisory out of Sacramento California shares her passion and heart for helping university employees and those in the 403b market by giving them the information they need to succeed in retirement. Listen in as he shares her strategy for battling client skepticism and her success in her pursuit of growing her business to all fifty states.