A good advisor never wastes a moment with their clients. Whether scheduled meetings or coincidental run-ins at the grocery store, every touchpoint and opportunity to engage is an opportunity for you to remind them that they — and by extension, they’re portfolios — are on your mind.
Paul Song is Senior Account Manager at Forward Strategies, where he focuses on group and individual marketing efforts for various markets and targeted individuals, looking for different ways that agents can capitalize on existing relationships and markets. Paul creates and presents tax-deferred laddering strategy scenarios for annuity clients where “one size fits all” just doesn’t fit.
Learn more about Paul Song
Learn more about Paul Song
Latest posts by Paul Song (see all)
- 6 Ways to Help Clients Make Better Choices During Times of High Inflation - April 14, 2023
- Here’s To Their (Financial) Health: The Importance of Annual Reviews - September 14, 2022
