Episode 40 — A Behind the Scenes Look at Building The Retirement Solution Family



Jim Black grew The Retirement Solution (TRS) into a family of planners because he wants to provide families with personalized plans that help them achieve the retirement of their dreams even after he’s gone.

Today, Jim sits down with Matt Halloran to give listeners a behind-the-scenes look at how he grew the company from just him to a family of eight other dedicated planners, and why.

In this episode, you’ll learn:

  • Why Jim looks to hire people who don’t have a background in the financial industry
  • About the hands-on training that all new TRS members go through
  • The dedication Jim gives to every plan made at The Retirement Solution
  • How Jim’s first trip to Disney impacted the TRS philosophy
  • Where The Retirement Solution will be opening their next office
  • And more!

Listen now to learn about the underlying philosophies and work at The Retirement Solution that allows their family to make dreams come true for yours!

Resources:  The Retirement Solution Inc.

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