#74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, S&A Financial Services, Inc. скачать в хорошем качестве

#74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, S&A Financial Services, Inc.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services who specializes in simplifying TIAA accounts, mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts. In this episode, Brian and Greg discuss: 1. Leveraging YouTube for Advisor Growth 2. Unlocking the Secrets of TIAA Traditional 3. Digital Marketing for Financial Advisors 4. Talking To Clients in the Academia LinkedIn:   / gregshepardsafinancial   Website: https://www.safinancialservices.com/ Facebook:   / 1safinancialservices   Podcast: https://www.safinancialservices.com/h... Apple Podcast: https://podcasts.apple.com/ru/podcast... To see short videos of all our best FA Business Growing tips follow us on: Instagram:   / financialadvisorsworkshop   TikTok:   / faworkshop   YouTube:    / @financialadvisorsworkshop   Facebook:   / financialadvisorsworkshop   Twitter:   / fasworkshop   iTunes: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/4OB7888... Website: https://www.financialadvisorsworkshop... Work with FourStar: https://financialadvisorsworkshop.com... DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov