WOWcast: Pearce Discusses Business Model, Client Situations and Technology Use

In Segment II of the 14th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2016 Elite Advisor and NTSA Past President Adam Pearce, CFP®, CRES CERTIFIED FINANCIAL PLANNER™, who is part of Lincoln Investment’s Phoenix AZ office. They discuss Pearce’s business model, handling client situations and use of technology.

In Segment I, Pearce provides an overview of his business and his client outreach efforts.