Derek N.H. Notman, CFP® & H. Adam Holt, CFP®, ChFC® asked industry legend Mark Pfaff how & what Agency can do to thrive in the future. Mark Pfaff started as an agent at New York Life Insurance Company, worked really hard, and ultimately climbed the ranks to become Executive Vice President in charge of Agency. If there ever was someone who could give us an idea of where the industry has been, where it's going, and how to help both consumers and advisers thrive, Mark Pfaff is definitely on the short list.
Mark, Adam, and Derek chat about:
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