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Getting Your Ducks in a Row: Scott Leonardi on Retirement & Change (Ep. 96)
Change can feel uncomfortable, but it often opens the door to growth.
How do you adapt your business, embrace new tools, and still stay true to building strong client relationships? How do you bring awareness to crucial issues like long-term care while running a thriving practice?
In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Scott Leonardi, Founder and President of Complete Solutions, to talk about embracing change, building a recognizable brand, and helping clients prepare for the financial challenges of retirement. Scott shares how he’s grown his business, the role of long-term care planning, and his unique way of framing retirement as “The Great Adventure.”
Key points:
Resources:
Connect With Scott Leonardi:
Connect with Jeremy Houser:
About Our Guest:
Scott Leonardi is the President and Owner of Complete Solutions and a Certified Financial Fiduciary who has dedicated his career to educating individuals about retirement. For over 25 years, he has helped pre-retirees get their ducks in a row by focusing on key areas such as making the money they’ve worked their whole lives to obtain work for them in retirement, maximizing Social Security benefits through tailored claiming strategies, and finding medical or prescription coverage that fits their unique needs and budget.
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By Jeremy Houser
5
33 ratings
Change can feel uncomfortable, but it often opens the door to growth.
How do you adapt your business, embrace new tools, and still stay true to building strong client relationships? How do you bring awareness to crucial issues like long-term care while running a thriving practice?
In this episode of the Advisor Mentorship Podcast, Jeremy Houser sits down with Scott Leonardi, Founder and President of Complete Solutions, to talk about embracing change, building a recognizable brand, and helping clients prepare for the financial challenges of retirement. Scott shares how he’s grown his business, the role of long-term care planning, and his unique way of framing retirement as “The Great Adventure.”
Key points:
Resources:
Connect With Scott Leonardi:
Connect with Jeremy Houser:
About Our Guest:
Scott Leonardi is the President and Owner of Complete Solutions and a Certified Financial Fiduciary who has dedicated his career to educating individuals about retirement. For over 25 years, he has helped pre-retirees get their ducks in a row by focusing on key areas such as making the money they’ve worked their whole lives to obtain work for them in retirement, maximizing Social Security benefits through tailored claiming strategies, and finding medical or prescription coverage that fits their unique needs and budget.