How Nextek’s Case Central Reports Spell Retirement Planning Success
Insurance agents and financial advisors need ways to engage clients for maximum retirement planning ...
As the Advisor Programs Manager, Scott Priest supports our Financial Solutions team by promoting, onboarding, and providing ongoing support for our marketing tools and programs. Additionally, he researches and evaluates new programs and tools to ensure our agents have access to the best marketing platform in the industry. Scott provides agents an overview and ongoing support for our marketing tools in order to help agents prospect and stay relevant with clients.