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Marc & Michelle Lippincott
Grow Retire Ready Clients
English - January 07, 2020 15:00 - 22 minutes - 15.3 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
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Marc and Michelle Lippincott are a husband and wife team out of Tulare California. With 20 years of experience, a majority of their business is in the 403(b) space. In this episode they speak to the challenge of finding new clients, how TRAK helps them in reaching teachers, and some of the processes they have used in building a successful business.
Representatives are registered with and offer securities and advisory services through Ministry Partners Securities LLC, a registered broker dealer, investment advisor and member of FINRA, SIPC. Lippincott Financial & Insurance Services is a DBA operating through Ministry Partners Securities LLC.