Season 9 · Episode 222
AXA/Equitable Insider pt. 2 (#222)
Teach and Retire Rich · Dan Otter, PhD and Scott Dauenhauer, CFP®
June 17, 202245m 36s
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Show Notes
Part 2 of interview with former AXA/Equitable vice president for business development. Topics covered include: firm's feelings toward 403bwise.org; company name change; importance of ASBO; key markets; where firm will be in 10 years.