GOOD MORNING AND GREAT COFFEE!

We reached for the stars and managed to snag two of them for this one. In this week's episode, Mark and Adam are excited to sit down with Head of Cetera Investors, John Lefferts, and President of RIA & Branches Channel at Cetera Financial Group, Jennifer Hanau! We dive into John and Jennifer's backgrounds, discuss the rapid growth Cetera is experiencing in a modern competitive financial landscape that leaves little to no margin for error, and we unpack why Cetera is the perfect place for advisors to find new opportunities to further their practice and set their clients up for financial security that extends even past their retirement! You do not want to miss this one.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs #pets #animal #animals #dog #dogs #petcare #dogtraining

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com