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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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.
Lindsay Waltower shares his passion for working with 403(b) participants and some key fundamentals of using TRAK while engaging clients. Lindsay is with Sovereign Retirement Group out of Atlanta Georgia and has over 20 years of experience in the business.
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.
