October 28, 2021
Two men shaking hands, one smiling, the other's face off-camera.
Grow Your Business by Focusing on Others Business Networking International (or BNI), a networking organization with more than 3700 chapters in the United States alone, has a motto: “Givers Gain.” The basic principle is that, when you approach networking from the perspective of what it can do for you, you’re unlikely to get much out...
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WealthTech Today Podcast Featuring David Stone of RetireOne, 10/14/21 Craig Iskowitz sat down with RetireOne founder + CEO David Stone on the “WealthTech Today” podcast to talk about how advisors can “pensionize” client retirement savings with our new contingent deferred annuity, Constance. They chatted a bit about how Constance acts as a “risk wrapper” for...
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