
Financial Advisor's Workshop with Brian Kasal #48 The Appeal of Fixed Contracts And Annuities w/ Mark Willis, CFP and Owner, Lake Growth Financial Services
Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Mark Willis (https://lakegrowth.com/) is a Certified Financial Planner™, a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois, and co-host of the Not Your Average Financial Podcast™.
In this episode, Brian Kasal and Mark Willis discuss:
1. Strategies for Attracting the Right Clients and Repelling the Wrong Ones
2. Training and Mentoring Other Advisors to Grow Your Practice
3. Learn the Secrets to Mastering Financial Planning
4. Making a Lasting Impact On Your Clients’ Financial Future – and Your Own!
Website: https://nyafinancialpodcast.com/
LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Twitter: https://twitter.com/LakeGrowth
Youtube: https://www.youtube.com/c/NotYourAverageFinancialPodcast
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