Forums allow you you to communicate directly with other Second Wind members and receive their advice or guidance on any topic. This is a great way to tap into the power of our community which includes thousands of agency principals and employees.

Add a new Topic
Select Category:

Marketing Strategy for Financial Planner


  • Recent Posts
  • Most Recent
  • Most Active
  • Categories
1 post
Report Abuse

How do you communicate with Millennials and Generation X about investments and financial opportunities? Is there anyone in the Second Wind Network that has experience with financial planners like Raymond James, Charles Schwab, AXA Advisors or others? If so, we would like to get your opinions. Any experience you would like to share would be important and appreciated.

Please to use this feature.
posts for website administrator (optional):