Скачать или смотреть Jim Lake - Storytelling, Introspection & Retirement

Jim leads the Retirement Income Specialist, DI and Life Wholesale Team at Guardian and has more than 25 years of financial sales experience. Prior to joining Guardian in 2008, Jim was Vice President and National Sales Director for the Independent Division of PLANCO, representing Hartford Investments. During his tenure at PLANCO, Jim consistently ranked as one of the top wholesalers. Throughout his career in sales, Jim has been instrumental in building partnerships. A financial services veteran, Jim is filled with more passion today than when he started. His enthusiasm about the industry and knowledge has made him a well-known and sought-after speaker at conferences, presenting at over 1,000 engagements ranging from seminars to regional and national meetings. His most notable, engaging valued-added topics include: Holistic Planning, What Matters Most to Small Business Owners, and How to Build and Capitalize on a Unique Value Proposition. Jim’s goal is to provide financial professionals with differentiating practice management resources to help build their businesses. Jim is an avid practitioner of Brazilian Jiu-Jitsu, a martial art that promotes the sense of endurance and peace of mind. He lives in the Philadelphia area with his wife, Jacqui, daughter, Alex, and two sons, Jimmy and John. Tune in to hear:

Why retirement is the #1 financial concern of most people

How storytelling and introspection are revelatory when considering which financial retirement option suits you best

What qualities to look for in a financial professional who will bring your best interests to the table when preparing you for retirement

Advice for those who simply cannot save 20% of their present income for retirement

Why Jim doesn't feel that "retirement" is a good word to describe the contemporary shift in people's priorities at that stage in their life