In this episode we feature Luke Loewen - Vice President of Gradient Annuity Brokerage. Luke talks about the New Generation Retirement System's five step process for success and Gradient's New Generation University.&nbsp;
Step One: Prospecting
Step Two: Fact and Feeling Finding
Step Three: Strategy
Step Four: Recommendations and Implementation
Step Five: Ongoing Relationship
For more information on the New Generation University please call Dustin Hawks or Chris McPheron at 1-800-407-4137
 
YouTube Channel: https://www.youtube.com/channel/UC4EuvzCbMgtvk8_yGrAYrOw

Episode 4: Leo Carton, CFP - Case Central

Little Talks for PEAK Performance is where Financial Advisors come to learn how to "attract clients not chase them." We will cover all aspects of Gradient Financial Group's systems, marketing and support structure for FSP's. Dustin and Chris feature industry experts, motivational speakers, top FSP from all over the United States and business leaders across many industries.