Will Open MEPs Lead to More Opportunities for Financial Advisors?
President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps...Read More
Overcoming Digital Marketing Barriers as a Financial Advisor
According to a recent article from financial-planning.com, financial advisors are falling behind in the digital era of marketing. The key issues where advisors need to improve are original content and...Read More
How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer
401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee...Read More