Grow Retire Ready Clients
Episodes
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through CSi Advisory Services, a registered investment advisor and separate entity from LPL Financial.This information is not intended as authoritative guidance or tax or legal advice.
Bob Newton and Michelle Cannan share how their focus on Plan Sponsors and participant education lead to considerable growth in deferrals with those they had the opportunity to meet with. Beltz Ianni & Associates experienced a 16% increase in deferrals in 2016, 26% increase in 2017, and a 40% increase in 2018.
This information was developed as a general guide to educate plan sponsors, but is not intended as au...
As head of corporate retirement plans, Jonathon Schultheiss shares how their 401(k) management feeds into their wealth management services. He highlights the success they have had with participants and plan sponsors, particularlly through the use of TRAK's one page Gap Analysis Report.
Gerald Wernette draws upon 35 years of experience at Rehman to share how they have used TRAK to distinguish themselves from competitors. He shares stories and strategies of how they justify higher fees that are valued by plan sponsors and trustee members.
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