“We did a, um, a lunch and learn with Morgan Stanley where they were like, let's do a lunch and learn. And just talk to your creators about retirement, how to save for retirement, different ways they should be looking at their finances.”

“I put my collar up, went into the career center and just bypassed everybody and did a beeline to the Morgan Stanley interview room… they said, please sit down.”

“You can pick up the phone and start recording videos too, like organic reach is free. That's an edge creators have.”

“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”

“We not only stress test to show families how their retirement plan holds up in a variety of scenarios... when people see that their plan still works when bad things happen, that's when fear starts to fade.”