Episode Synopsis "How Staying Social Leads to Success"

With harsher quarantine measures upon us once more, now is a good time to revisit strategies for keeping connected with clients and coworkers alike. Morgan Christiansen, Pinnacle's VP of Retirement Services, joins James Slaughter, founder of Sierra Ridge, to discuss how the latter maintained connections through innovative virtual methods.

Listen "How Staying Social Leads to Success"

More episodes of the podcast The Next Level Advisor

• What's on the horizon for business owners in 2024 and beyond?
• Why Estate Planning is a Must-Have Conversation
• Uncovering Retirement Opportunities
• How Staying Social Leads to Success
• Collaboration is key
• A Love Letter to Your Clients
• What's the purpose. . .of finding a purpose?
• Creating a Meaningful Impact
• Virtual Prospecting Done Right
• Adapting to a Virtual World
• Better Branding, Better Business
• Standing out in today's environment
• Premium Financing: From Skepticism to Success
• It's not about what you know, but who you know
• Growing your business through collaboration
• SBA Loans: Critical Next Steps For Business Owners