True Potential's Award-Winning Retirement Strategies The Money Marketing podcast

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True Potential's Award-Winning Retirement Strategies

20d ago 23:09

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Contenido proporcionado por moneymarketing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente moneymarketing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:

And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.

… continue reading

160 episodios

#Business News #News #moneymarketing

Artwork

True Potential's Award-Winning Retirement Strategies

The Money Marketing Podcast

published 20d ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por moneymarketing. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente moneymarketing o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:

And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.

… continue reading

160 episodios

#Business News #News #moneymarketing

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