Plan4Life: Educating Financial Advisors for the Future

Advisor Success Series
20/08/2018 38 min Temporada 1 Episodio 10
Plan4Life: Educating Financial Advisors for the Future

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Episode Synopsis

In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial advisors entitled: The Elder Planning Specialist program.

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