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Ann Vanderslice | Retirement Planning Strategies
Grow Retire Ready Clients
English - April 21, 2020 15:00 - 18 minutes - 12.6 MB - ★★★★★ - 3 ratingsInvesting Business Technology financial advisors fintech advisor software retirement software retirement planning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Shawn McCoy | Federal Employee Benefits Advocates
Next Episode: Eric Stevens | Clarity Financial Advisors
Ann is an experienced advisor, sought after trainer, and SEO of Retirement Planning Strategies based in Denver, Colorado. With over 18 years working with federal employees and their complex retirement plans, she shares some of the obstacles, key insight, and strategies of her success working within this niche market. Like, the crucial shift in how she uses TRAK that not only has her business growing but her client's engagement in reaching their retirement goals.
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