Advocate Financial Partners – Guests on Staying Relevant Podcast

Marketing Relevance’s Staying Relevant Podcast episode 8 is now available for listening. In this episode Mitch Levinson, President of Marketing Relevant, sits down with Emma Bradford and Samantha Katchen, who are licensed insurance agents from Advocate Financial Partners. Listen and learn about how they help their clients 55 years and older with retirement planning.

During the podcast, Samantha and Emma discuss how they work hard at creating the best plan for their clients and in order to do that, they incorporate face-to-face meetings. These in person meetings help them find out the goals of their clients, which helps guide the creation of the retirement plan. Empowering the retirement community is their biggest goal.

Stay tuned for Monday, March 9 at 10am when the next Staying Relevant podcast will be released. If you would like to be a guest on our show, fill out this form and we will be in contact with you. Want to hear more episodes? Make sure to subscribe to our podcast, you are guaranteed to not miss an episode.