Having the right tool can turn a good retirement plan into a great one. In this episode, Sasha Cibrian is joined by Micheal Magnan and Joseph Caprara from PlanPro. Micheal and Joe share their story of PlanPro, from the “aha moment” to how it has evolved today. Discover the importance of leveraging tools and data … Continue reading Episode 5: Prospecting for Retirement Plans – with Micheal Magnan and Joseph Caprara →