In this episode of the Catalyst4Growth podcast, John Kailunas II and Kevin Berwald discuss their book, Mission Retirement, and how it can be utilized by wholesalers to enhance their distribution efforts with financial advisors. They explore the importance of building relationships, providing value, and leveraging the book as a marketing tool to engage clients and prospects effectively. The conversation emphasizes the role of wholesalers in supporting financial advisors and the practical steps to implement the strategies discussed.
Podcast Closing
