You work hard on your clients’ plans, but do they struggle with following through on their own tasks? Advisor, Trainer & Speaker Jon Baker ran into the same struggles with his clients, and found a way to motivate them to succeed – identifying their “Why.” Share this episode so your clients understand their role in their own retirement plan, and so they get excited about all the hard work you do!
1050 Crown Pointe Pkwy,Suite1590 , Atlanta, GA 30338, 770-392-8715, www.jbakeradvisor.com
Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services are offered through Jon Baker Financial Group, Inc. Woodbury Financial and Jon Baker Financial Group, Inc. are not affiliated entities. *Neither Woodbury Financial Services, INC., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
The material was produced by Real Wealth Marketing to provide information a topic that may be of interest. Real Wealth Marketing is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.