Building success with retirement buckets, with Joe Schoenhardt and Jim Hinchsliff

Do one thing and do it well. For advisors Joe Schoenhardt and James Hinchsliff, that thing is retirement distribution. They partnered more than 30 years ago, aiming to become retirement specialists without a lot of prospecting. They focused outreach on a few corporations, offering to educate employees about time-release retirement funding. This model has led to strong bonds with organizations, stronger client relationships and steady practice growth without marketing. Today, their Chicago-area firm, Infinity Financial Concepts, manages more than $330 million and gets up to four referrals a week. In this episode, Joe and Jim describe their unique business model, the “aha!” moments in investor seminars, and playing retirement Santa Claus. For more, visit PracticeLab.

Om Podcasten

If you are a financial professional looking to grow your business, improve your practice and 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 doing unique and powerful things in their businesses, and who are ready to share their best practices with you. If you're interested in ways to help acquire more clients, attract high net worth prospects, turbocharge your marketing, enhance your client experience, scale your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. PracticeLab is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at practicelab.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. American Funds Distributors, Inc., member FINRA