In this episode we feature Leo Carton, CFP from Case Central in Gradient Financial Group. Leo touches on all the core reports a FSP would use with in the New Generation Retirement system.
Financial Overview
COMRA
Social Security Max Report
Custom Annuity Review
Compass Report
Roth Conversion&nbsp;
Found Money Report
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To get the link for the video of this episode please call Dustin or Chris at 800-407-4137 or email us at PEAK@gradientib.com

Episode 5: Jimmy P - 3 Keys to ensure you live a full day!

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.