22 minutes | May 17, 2021

Building a retirement plan business, with Greg Mendoza

Greg Mendoza saw the opportunity in retirement plan consulting at the start of his career 20 years ago, when he was one of more than 100 candidates in his training class. “What differentiated me is everyone else went to the phone book,” he said. “I went to business owners.” Today, Mendoza runs Integrated Wealth Management, a $5 billion practice specializing in retirement plan consulting in Hartford, Connecticut. In this episode, Mendoza shares how he got into retirement plans, how his wealth management business helps grow the retirement business (and vice versa), and how a Pink Floyd lyric describes why advisory practices need to be efficient. For more, visit PracticeLab.
Play Next