The Importance of Tracking Your Numbers and Roth Conversions
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The Importance of Tracking Your Numbers and Roth Conversions
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About this listen
This episode covers two often overlooked but critical areas for annuity agents: tracking your numbers and understanding Roth conversions. We explore why consistently monitoring your activity and performance metrics can lead to smarter decisions and better results. Then we break down the value of Roth conversions, how they fit into retirement planning, and why they can be a powerful tool in client conversations. Packed with practical insights, this episode is all about tightening your process and adding more value to every appointment.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.