In Segment III 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 community service and what the NTSA means to Pearce.
In Segment I, Pearce provides an overview of his business and his client outreach efforts.
In Segment II, Pearce discusses his business model, handling client situations and use of technology.
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