Financial Advisor's Workshop with Brian Kasal #74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, Financial Advisor, S&A Financial Services, Inc.
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Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services that specializes in simplifying TIAA accounts mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts.
In this episode, Brian and Greg discuss:
1. Leveraging YouTube for Advisor Growth
2. Unlocking the Secrets of TIAA Traditional
3. Digital Marketing for Financial Advisors
4. Talking To Clients in the Academia
LinkedIn: https://www.linkedin.com/in/gregshepardsafinancial/
Website: https://www.safinancialservices.com/
Facebook: https://www.facebook.com/1SAFinancialServices
YouTube: https://www.youtube.com/@TIAAIndependentStrategies4534
Podcast: https://www.safinancialservices.com/highered-retire-podcast
Apple Podcast: https://podcasts.apple.com/ru/podcast/tiaa-strategies-with-independent-expert/id1482803148?l=uk?l=uk
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iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
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