The Sooner You Know About SEC’s Newly Proposed Rule the Better
With the DOL’s Fiduciary Rule seemingly gone, what’s next on the block for fiduciary regulation? The Security and Exchange commission has been planning its own fiduciary rule and regulation rehaul...Read More
3 Must Have Tools To Grow Your 401K Business
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...Read More
8 Mistakes Advisors Can Make When Approaching a Retirement Plan
1. Not enough research. Many advisors automatically assume that financial planning expertise will translate into plan success. You need to actually learn the space and study governance best practices plus lingo...Read More
How to Distinguish Yourself from the Competition as a Plan Advisor
Most of the advisors may do very little to distinguish themselves from the competition. By making yourself stand out from the crowd, you stand a far better chance of winning...Read More
A Must Have Checklist for Retirement Plan Advisors before an Important Meeting or Call
Not preparing before a meeting or phone call can be a major mistake for Retirement Plan Advisors. Research is a key. Go online to review the company website, LinkedIn profile,...Read More