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.
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