President of Wall and Company, Inc., Warren Wall has over 25 years in the financial service industry. He is a Certified Financial Planner who is dedicated to creating wealth and financial security for his clients. Warren is also the co-author of three books on retirement planning and is a well-respected financial educator.
Warren is an accomplished and highly sought after tactical money manager who uses established and defined processes to drive his success. He has worked with many very successful RIAs to educate them on how to correctly position and implement fixed indexed annuities into their practices.
WARREN’S PRACTICE MODELS FEATURE ACCESS TO:
- His strategy and steps for using managed (red) money to open doors to annuity sales.
- His techniques for selling the importance of financial planning to prospects.
- His first and second appointment processes.
- Warren’s approach and steps to developing an effective team.
- Best practices for forms, letters and software.
If you’re an RIA looking for a professional to GUIDE YOU THROUGH DEVELOPING A COMPLETE FINANCIAL PLAN for your clients then… WARREN is your guy.