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Brad White the Founder & CEO of Epstein & White Retirement Solutions joins us to discuss the benefits of marketing Social Security information.
Many financial advisors avoid doing educational workshops around Social Security. This may be because they don't get paid to manage Social Security, or because they feel like the type of prospect they get can vary too much with Social Security as a topic.
Brad White talks about the success his firm has had using Social Security Workshops as an educational topic and how he presents the topic in a way that not only benefits the attendees but also the financial advisor presenting.
Brad White the Founder & CEO of Epstein & White Retirement Solutions joins us to discuss the benefits of marketing Social Security information.
Many financial advisors avoid doing educational workshops around Social Security. This may be because they don't get paid to manage Social Security, or because they feel like the type of prospect they get can vary too much with Social Security as a topic.
Brad White talks about the success his firm has had using Social Security Workshops as an educational topic and how he presents the topic in a way that not only benefits the attendees but also the financial advisor presenting.