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.

Om Podcasten

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.