Eric Peterson, President of Peterson Financial Group, shares what he's perfected over the past ten years of teaching Retirement Planning Today.
For episode 3, we are joined by Eric Peterson, President of Peterson Financial Group and a Financial Educators Network Instructor for the past ten years. His relentless focus on service and owning his role as a teacher has helped him build a thriving practice. He will share what he’s learned and honed over ten years of teaching his Retirement Planning Today classes to effectively engage the families that attend his classes and consistently secure one-on-one consultations with 80% of his attendees.
Summary
In this conversation, Eric discusses his approach to retirement income planning, emphasizing the importance of education and client engagement. He shares insights on the dynamics of the Des Moines market, the value of building a supportive team, and the characteristics of ideal clients. Eric also highlights the significance of genuine interactions and the role of education in fostering client relationships, providing tips for financial advisors on how to effectively teach and connect with their audience. In this conversation, the speakers delve into various aspects of financial planning, focusing on tax strategies, retirement income, and the importance of education in the financial advisory process. They discuss how understanding taxation can significantly impact financial decisions and the necessity of building personal relationships with clients to foster trust and engagement. The conversation emphasizes the role of education in empowering clients to make informed decisions about their financial futures.
Chapters
Tools & Resources From this Episode
Eric's Classroom Videos
Downloads
Eric's Tax Bucket Illustration
Instructor Tool - Top Teaching Strategies
Virtual Presentation Tool