Lindsay Waltower | Sovereign Retirement Group
From Grow Retire Ready Clients by RetireReady Solutions
August 13, 2024 · 25 min
About this episode
Lindsay Waltower discusses his experience with 403(b) participants and client engagement strategies.
Lindsay Waltower shares his passion for working with 403(b) participants and some key fundamentals of using TRAK while engaging clients. Lindsay is with Sovereign Retirement Group out of Atlanta Georgia and has over 20 years of experience in the business.
People in this episode
Guest: Lindsay Waltower
Topics covered
- 403(b) participants
- client engagement
- retirement planning
- financial advice
- investment strategies
Keywords
- Lindsay Waltower
- Sovereign Retirement Group
- 403(b)
- client engagement
- retirement planning
Mentioned in this episode
Organizations: Sovereign Retirement Group
Places: Atlanta Georgia
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