Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act

16 Ways from Sunday

English - August 16, 2019 13:14 - 46 minutes - 64 MB - ★★★★★ - 19 ratings
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Previous Episode: Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand

Next Episode: Ep. 17 – William Chettle: On Brand, Experience, Persuasion, and the Little Things

In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.