Greg Mendoza's guest appearances

Greg Mendoza

Story Worth Sharing

PracticeLab

Ryan Williams

Jonathan Wilson

Brad Culpepper

Scott Ferguson

Sam Griffin

Jennifer West

Taylor Carlson

Jordan Burbank

Jeff Dobyns

Will Lewis

Evan Coles

Jonathan Freeman

Justin Gilbert

Bailey White

Kyle Weber

OwlTail

Greg Mendoza saw the opportunity in retirement plan consulting at the start of his career 20 years ago, when he was one of more than 100 candidates in his training class. “What differentiated me is everyone else went to the phone book,” he said. “I went to business owners.” Today, Mendoza runs Integrated Wealth Management, a $5 billion practice specializing in retirement plan consulting in Hartford, Connecticut. In this episode, Mendoza shares how he got into retirement plans, how his wealth management business helps grow the retirement business (and vice versa), and how a Pink Floyd lyric describes why advisory practices need to be efficient. For more, visit PracticeLab.

Greg Mendoza saw the opportunity in retirement plan consulting at the start of his career 20 years ago, when he was one of more than 100 candidates in his training class. “What differentiated me is everyone else went to the phone book,” he said. “I went to business owners.” Today, Mendoza runs Integrated Wealth Management, a $5 billion practice specializing in retirement plan consulting in Hartford, Connecticut. In this episode, Mendoza shares how he got into retirement plans, how his wealth management business helps grow the retirement business (and vice versa), and how a Pink Floyd lyric describes why advisory practices need to be efficient. For more, <a href="https://www.capitalgroup.com/advisor/practicelab/podcasts/building-a-retirement-plan-business.html" rel="noopener nofollow" target="_blank">visit PracticeLab</a>.

Building a retirement plan business, with Greg Mendoza

Chris and Emmie talk with Brazos Fellowship Youth Director, Greg Mendoza, about his story. They talk sports, faith, and drive-thru fast food.

Story Worth Sharing - Greg Mendoza - Ep. 3