Ep 8. Best Practices for Advisors to Efficiently Grow and Scale Their Business
March 9, 2021
Retirement Advisor, a Podcast from American Trust

Welcome to The Retirement Advisor Podcast series, where we take a look at what’s driving the advisor financial world. In today’s episode, this month’s host  Jeremy Gerardy, QKA, AIF® focuses on ways retirement advisors can grow and scale their business.

Podcast Guests: 
Zach Mahoney, CFP® AIF® QKA Mahoney
Principal, Z Mark Financial LLC

Jake Rushton, AIF®
Founder of 401(k)lub
Vice President of Retirement Plan Experiences, TrueNorth Retirement Services

Aaron Schueller, QKA, AIF®
Vice President, Bankers’ Retirement Partners

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