The Advisor Advancement Podcast Network

16 Ways From Sunday Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act


Listen Later

In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.

...more
View all episodesView all episodes
Download on the App Store

The Advisor Advancement Podcast NetworkBy USA Financial

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings