Join us this Thursday, September 21 from 1 - 2 p.m. EDT for Jarrod DeSantis' presentation on Business Planning as a Path to a More Profitable Firm & a Sound Exit Strategy for the Advisor.
Jarrod is the Southeast Regional Director of Advice & Financial Planning with MassMutual, where he provides training and supports advisors to achieve success in fee-based planning. He is passionate about the business owner market and helping advisors find an additional revenue stream serving this market. To that end, Jarrod has been working diligently to create a business owner planning toolkit and repeatable process to provide efficiency and scalability for advisors to serve their clients.
Come learn from Jarrod how he approaches the business owner market, tools he uses, and much more. Even if you are not affiliated with MM, please join us as Jarrod's perspective is agnostic to your broker-dealer.
Click the REGISTER button below left to sign up.
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Meeting ID: 983 8885 0595
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