This week on the leadership podcast, Tom Hegna joined Bradley to discuss optimal retirement solutions. They covered topics in investing, insurance sales, and retirement portfolios.
Tom shared the differences between optimal and best, defined fake fiduciaries, why he recommends annuities in your portfolio, and shared his changed opinions around cryptocurrency.
They also talked about why advisors should reach out to their clients even with a declining market. Tom also noted that salespeople should become more prospect focused and less product focused.
You can learn more about Tom and all he offers at www.tomhegna.com/webinars or text 855-TOM-HEGNA.
