WEBINAR ENDED
About This Webinar
The Essentials wasn’t the usual hum-drum talk about new programs or what we thought you should be doing. It was about you, for you, put on by top advisors just like you. It was a place where you talked to one another—we didn’t talk at you.

When it came to Client Meetings, Janet dove deep and shared what she was doing that’s working, her pandemic practices, how she's finding new clients and more importantly, how she gets noticed in a world inundated with financial professionals.

Join us as we catch up with Janet to talk in more details about the tactics and tools that make her the success that she is.

You’ll have the opportunity to get your questions answered and to be open to that one idea that could spark something great.
Agenda
  • Presenting complex concepts to clients.
  • Talking Taxes with clients.
  • Utilizing Retirement Analyzer
Presenters
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    The Essentials
    The Essentials: An Advisor Idea Exchange

    Each session is led by top advisors from coast to coast. And we’re not kidding when we say “top advisors.” This event boasts more than $1 billion in non-AUM production alone, so yeah, they know their stuff.
  • 1610124403-29ec89764170f197
    Janet Pack
    President & Founder ~ Senior Retirement Advisors, Inc
    With 32 years of experience working with retirees and pre-retirees, Janet is a specialist that focuses on complete, holistic retirement plans.

    Janet understands that today's markets can be turbulent and puts an extra emphasis on ensuring returns outpace inflation, which guarantees income for life.

    Janet understands Health Care and its large risk and cost to many retirees. Therefore, Medicare and Long-term Care issues are addressed with unique and sometimes uncommon solutions. Taxes are also a unique consideration, as well as their relation to income and assets.

    In the advisor world she is unique, as she understands that every person has their own specific needs, goals and desires. That's why she creates plans that are specifically designed for each individual client and/or situation.
  • 1632248377-680dd432f6e85aca
    Dennis Mattern
    VP ~ Training & Development
    As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves. Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm. Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.
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