Ep. 11 - Processes for Serving the 401k and Executive Market - an Interview with Michael Sayre

There are many opportunities to serve the small and mid-sized business market both with their retirement plans and their executives personal assets.  However, the challenges and needs of those markets are very complex.  Many financial advisors will struggle to understand those challenges so they will not be prepared to assemble the means, resources, and expertise to serve that market well.  Our guest, Michael Sayre, is a financial advisor who has specialized in the Salt Lake City business market for years.  He will share with us how he serves this most complex of clienteles.  By listening to this episode you will learn how Michael found his calling to serve this niche and how he was inspired to develop a targeted message, engaging activities, and processes for serving this market place.  Even if you don't wish to serve the business market, the story of his evolution may inspire you to find your niche.  Hint: It starts with understanding which kinds of people inspire you!