“69 checks that we run in all client accounts before Black Friday”
JY
Jeremy Young
Google Ads Unleashed | Winning Strategies for E-Commerce Marketers ·
“We did a beneficiary designation review for every client. And so create a report from e-money, here's all your retirement accounts.”
Sarah Baker · Financial Advisor Success · Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibility with Sarah Baker
Play from 40:59
40:59
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What was described
run a beneficiary designation review for every client using a report from e-money that lists all retirement accounts
Said nearby on the same subject
“So keeping in my name, Andy Roseburg, the bank account owner, and then adding a beneficiary to the bank accounts called a TOD or POD, transfer on death or payable on death and name Jason as the beneficiary.”
AR
Andrew Rosenberg
Leadership In Law: Growth & Leadership for Law Firm Owners ·
“I went away with all of my reviews, 20 years of reviews… I read every one. All the negative reviews. I spent two days looking at them.”
MM
Matthew McConaughey
Build or Break ·
“We can create a retirement paycheck... they can actually receive more money every two weeks in their bank account than they did while working”
CG
Cody Garrett
ChooseFI | Financial Independence Podcast ·
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