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Unlocking The Secrets of TIAA Traditional

Greg Shepard is an independent, fee-only financial advisor at S&A Financial Services who specializes in simplifying TIAA accounts, mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts. 

In this episode, Brian and Greg discuss: 

  1. Leveraging YouTube for Advisor Growth
  2. Unlocking the Secrets of TIAA Traditional
  3. Digital Marketing for Financial Advisors
  4. Talking To Clients in the Academia 

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