For financial advisers today, it is critical to strategically pivot your business. Steve Sweeney of Transamerica joins Mary Beth Franklin to discuss some of the innovative ways that advisers are evolving their businesses right now in order to both survive and thrive.
The key word in this episode of the Retirement Repair Shop is adapt. Many top financial professionals are adapting in ways they never though they could. Steve Sweeney of Transamerica explains that patience is key and some financial advisers will have to step outside their comfort zone and add some new skills in order to survive. Learn some critical tips to help your small business soar during this pandemic.