Apr 8, 2021
We're living in remarkable times with the release of an amazing range of both paid and open-source tools to help us stress-test retirement plans. Curtis Cloke, Owner and Principal of CurtisCloke.com joins us this week to talk about how to maximize the impact of our tools by focusing first on listening to the needs of clients. We discuss his process used to construct customized income plans for his clients. In addition, we talk about recent M&A activity, digital sales, and the potential of augmented reality to create vivid pictures for client.