Jan 8 (edited) • New Models 🛠️
Another financial planning example of a community based approach
After decades spent in financial planning, Mike Heroux recognised that the transition into retirement didn't have to be a lonely one.
Retirement Loop specialises in helping people transition into retirement with confidence. Members can find answers to every kind of question they might have about moving into this new phase of life from budgeting and estate planning to minimising taxes and finding the right insurance.
Now has over 600 "Loopers" (members) each paying a minimum of $470 plus extras.
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Another financial planning example of a community based approach
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
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