Digitally attract baby boomers to a real specialization in pension decumulation with Dana Anspach

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Digitally attract baby boomers to a real specialization in pension decumulation with Dana Anspach

Dana Anspach and her firm Smart Cash have 110 full-service child boomer shoppers, $ 130 million AUM and $ 1.3 million in annual gross sales. They usually do all of it just about.

On this episode, Dana talks in regards to the construction of her firm and the way she constructed a model out of it, which she hopes will proceed lengthy after she leaves. She additionally shares what number of of her shoppers have been her readers earlier than, and talks about how her fundamental shopper questionnaire, adopted by a three-meeting technique and a complete monetary plan, leads about 70% of potential prospects who wish to turn out to be full-fledged shoppers.

Remember to take heed to the ending, the place Dana discusses how her writing shaped the spine of her model and enterprise, and the plan she follows to ensure all the pieces is completed. Dana additionally shares lots of the expertise instruments that allow Smart Cash to teach, service, and construct belief with shoppers all over the world.

Get full notes and a transcript of this episode at: www.kitces.com/29

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