For over three decades, Jason Lund (https://lundfinancialmanagement.com/) has specialized in retirement and financial strategy, distribution planning, legacy transfer, and insurance programs. As an experienced IRA consultant, Jason offers accountants and their clients expert guidance on IRA and 401(k) matters, utilizing in-depth industry knowledge and skills to help clients minimize taxes and maximize the value of the retirement income they have spent a lifetime building.
In this episode, Brian and Jason discuss:
- Engaging High-Net-Worth Clients with Fiduciary Expertise
- Why ‘Sit Down, Shut Up, and Listen’ Is the Key to Long-Term Client Trust
- Understanding Deferred Sales Trusts
- How to Leverage Business Networks Like BNI for Financial Advisory Growth
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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