Episode 40 – Focus on Delivering the Right Solution to Your Clients – with Todd Anderson
May 28, 202118m 13s
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Show Notes
Todd Anderson is the founder and managing partner of Anderson Financial Group, one of the leading employee benefits and wealth management firms in the Southwest. In this episode of Power Your Advice, Doug Heikkinen and Todd discuss how the last year has changed how Anderson Financial Group does business, and how being solutions-focused defines how they serve their clients.
- How their rapid adaptation to the new digital world has benefitted their business
- How Todd works to establish trust virtually
- How Todd positions annuities with his clients
- The biggest question on investors’ minds right now
- Why Todd got into financial services
Resources: Anderson Financial Group