Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us to discuss effective marketing in the time of COVID, the appeal of Roth 401ks, and an important investment that’s getting little attention.
Anyone who knows Fisher knows she’s made incredible use of LinkedIn to engage clients and grow her business, and she offers timely techniques for advisors to do the same.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.