For episode 4, we are joined by Vince Tortorici, a Financial Planner at Financial Service Group Inc. He has a tenacious passion for financial life planning in a fee-only environment where the focus is on building lasting relationships of depth and substance with clients. In this episode, he shares with us how he channels this passion into a highly-customized educational marketing approach to create lasting client retention and long-term business success.
Some things you’ll take away from this episode:
- Two key recommendations from nearly seven years teaching Retirement Planning Today
- Address the “elephant in the room” head on, but with a teaching mentality
- Partnering with another advisor to instruct the class can be a powerful way to improve the experience for attendees, and you as an instructor
- How to open and close each session
- Don’t be afraid to REALLY customize the content
Resources Shared by Vince
George Kinder Lab of Financial Life Planning
The New Retirementality, by Mitch Anthony