Listen "Becoming an IAR"
Episode Synopsis
Listen to the next installment of the Legacy Marketing Group podcast series “Tune In to Sales” for a compelling conversation between John Terry and David Shields, CEO of Wealth Watch Partners, on how you can benefit from becoming or partnering with an Investment Advisor Representative (IAR). TUNE IN, AND LEARN:What an IAR is, along with the pros and cons of becoming one.How becoming an IAR helps you get your foot in the door and block competitors.Options for partnering with an IAR if you decide not to become one yourself.Ways to complement—not replace—insurance sales.Keys to your own financial future.HOSTED BY:John TerrySales Director, Legacy Marketing GroupWith more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage with clients and prospects—and create conversations that lead to sales.SPECIAL GUEST:David ShieldsCEO, Wealth Watch PartnersA former life insurance agent, now a successful CEO of an SEC-registered RIA firm, David mentors and assists financial advisors and agents through education, training support, and implementation of effective marketing strategies.
More episodes of the podcast Tune In to Sales!
Say Goodbye to NIGOs
24/10/2025
Social Media Content Creation
11/08/2025
The Long-Term Care Conversation
28/05/2025
Indexing 101
28/04/2025
Optimizing Social Security
26/03/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.