Asset Allocation, Client Engagement, and Financial Wellness with Steve Zuschin
In this episode, Jack talks with Steve Zuschin, Executive Vice President at LifeYield.
From years of experience in sales and finance management, Steve has mastered the art of client engagement and has a deep understanding of client needs and wants. Through technology and tools, he and his team at LifeYield create statistics that can help provide the best solutions for clients.
Steve talks with Jack about using tools to optimize asset allocation, engaging with clients efficiently for smooth coordination on assets, and getting better social security benefits.