Advisor Perspective: Ed Slott’s Elite IRA Advisor Group

Monday, June 03, 2013

By The Slott Report Staff
Me on Twitter: @theslottreport

Ed Slott’s Elite IRA Advisor Group is a membership group of financial advisors who are committed to their IRA education and serving their clients’ best financial and retirement planning interests. At our last workshop this May in Dallas, Texas, Ed Slott and Company IRA Technical Consultant Jeffrey Levine spent some time with several members to get their perspective on the educational expertise they receive and how it has elevated their standing in the industry and enhanced their business.

Below are two roundtable discussions with seven members of Ed Slott’s Elite IRA Advisor Group: Jeffrey Cutter, Christian Koch, Suzanne Christian, Bill Jones, Stuart Kirsner, Jude Wilson and Micah Shilanski.

Advisor Perspective #1

Advisor Perspective #2


 

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