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True Potential's Award-Winning Retirement Strategies

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Manage episode 436277609 series 2645166
内容由moneymarketing提供。所有播客内容(包括剧集、图形和播客描述)均由 moneymarketing 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:

And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.

  continue reading

160集单集

Artwork
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Manage episode 436277609 series 2645166
内容由moneymarketing提供。所有播客内容(包括剧集、图形和播客描述)均由 moneymarketing 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:

And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.

  continue reading

160集单集

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