In the House With…Jackie Yoder

There are many risks associated with planning for your retirement and making sound investments for your future.  You need to consider the tax implications, the volatility of the market, and inflation and interest rates. What kind of lifestyle do you hope to live while in retirement?  Will you have enough life insurance?  How about health insurance?

Most of us will eventually seek out the service of a professional investment advisor to work with on these important decisions.  But how do you go about finding someone you trust?

According to Jackie Yoder, chief operating officer at Wilde Wealth Management, professional wealth advisors and others involved in the financial services industry are consistently looking for ways to add value and knowledge on these subjects and creating a pipeline of information for future clients to consider when making these decisions.

All the while, doing so within an industry that is highly regulated.

Jackie joined us on this week’s episode of Copper State of Mind to talk about the variety of strategies financial advisors can consider when approaching their marketing and communications efforts to not only seek out new clients, but to establish themselves as a knowledgeable resource for current clients as well.

Take a listen.

If you enjoyed this episode, please follow the Copper State of Mind podcast in Apple Podcasts, Spotify, Google Podcasts, or any other podcast app. We publish new episodes every other Tuesday. To have them delivered automatically and free of charge, just pick your preferred podcast player from this link, open the app, and click the button to “Follow” or “Subscribe” to the show:

https://www.copperstateofmind.show/listen