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 Terry
Sales Director, Legacy Marketing Group
With 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 Shields
CEO, Wealth Watch Partners
A 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.