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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

May 30, 2018

This is the second in a series of episodes where we will take you “in the trenches” with financial professionals that are using different modern media strategies to build their businesses.

J.D. Carlson used to be a professional surfer with no intentions of taking over the family 401(k) business. When his first career came to an end, he changed his tune and ended up falling in love with financial services.

As part of his marketing efforts, he started the Retireholi(k)s YouTube series, where he and his team discuss topics related to 401(k)s in a fun way.

J.D. joins the show to share his experience leveraging video to educate and connect with potential clients while building his firm’s brand. You can watch this full episode on the Retireholi(k)s’ YouTube page.

For full show notes and links mentioned in this episode, visit