Episode 37: The Roadmap To Financial Wellness with Erik Sussman, CLU®, ChFC®, CFP®
Year by year, the InsurMark team strives to make sure advisors have all kinds of systems and processes in place to grow their businesses while retaining clients and generating new prospects.
From proven sales and marketing systems to helping you get there, advisors — you are about to discover the financial wellness resource you need for you and your clients.
In this episode, Jeremy Houser is joined by Erik Sussman, the CEO, and founder of the Institute of Financial Wellness (IFW), to unveil the firm’s approach to developing clear, unbiased, engaging, fact-based financial education, resources, and services for advisors and consumers.
What you should know about the IFW Retirement Roadmap Experience
The firm’s bucket approach to retirement planning and how it blends in with volatile markets
The value of taking a step back every once in a while to work on your business instead of in your business
Ways the IFW can help you leverage your time effectively when it comes to marketing
The power of a concierge service added to your team